BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.17%
This Quarter Est. Return
1 Year Est. Return
-4.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$4.91M
3
+$4.66M
4
A icon
Agilent Technologies
A
+$4.43M
5
AMZN icon
Amazon
AMZN
+$2.53M

Top Sells

1
+$6.08M
2
+$2.22M
3
+$1.13M
4
PFE icon
Pfizer
PFE
+$895K
5
VZ icon
Verizon
VZ
+$795K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-6
702
$0 ﹤0.01%
4
703
– –
-130
704
– –
-289
705
$0 ﹤0.01%
5
706
– –
-6
707
– –
-5
708
– –
-155
709
– –
-5,934
710
$0 ﹤0.01%
11
711
– –
-2,000
712
– –
-18
713
– –
-8
714
$0 ﹤0.01%
6
715
– –
-5,000
716
$0 ﹤0.01%
9
717
$0 ﹤0.01%
208
-69
718
– –
-78
719
$0 ﹤0.01%
9
720
$0 ﹤0.01%
4
721
– –
-11
722
– –
-218
723
$0 ﹤0.01%
10
724
– –
-2,550
725
– –
-120
26 27 28
29
30