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
$332M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.86M
3
+$1.6M
4
PPL icon
PPL Corp
PPL
+$1.49M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.47M

Top Sells

1
+$4.32M
2
+$1.86M
3
+$1.67M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.41M

Sector Composition

1 Communication Services 15.56%
2 Healthcare 14.15%
3 Consumer Staples 12.23%
4 Technology 10.7%
5 Utilities 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.47%
64,633
+6,143
52
$1.56M 0.47%
70,230
+6,636
53
$1.47M 0.44%
+24,885
54
$1.47M 0.44%
39,180
-1,432
55
$1.4M 0.42%
24,285
+1,801
56
$1.39M 0.42%
+50,603
57
$1.29M 0.39%
16,496
-923
58
$1.24M 0.37%
16,827
-675
59
$1.23M 0.37%
7,867
+2
60
$1.19M 0.36%
51,435
+6,468
61
$1.15M 0.34%
11,139
+2,455
62
$1.13M 0.34%
88,772
+4,138
63
$1.1M 0.33%
21,345
-28,456
64
$1.07M 0.32%
11,858
-656
65
$1.05M 0.32%
17,081
-849
66
$1.01M 0.3%
6,231
-220
67
$956K 0.29%
8,161
+7,461
68
$896K 0.27%
7,615
-98
69
$881K 0.27%
7,655
-99
70
$849K 0.26%
16,708
-203
71
$828K 0.25%
56,770
-4,760
72
$755K 0.23%
28,887
-1,422
73
$710K 0.21%
17,457
-518
74
$674K 0.2%
5,507
+34
75
$633K 0.19%
67,953
+6,175
1 2
3
4 5