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
$418M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.67M
3
+$4.1M
4
GLD icon
SPDR Gold Trust
GLD
+$3.43M
5
NTR icon
Nutrien
NTR
+$3.06M

Top Sells

1
+$7.56M
2
+$4.24M
3
+$3.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.9M
5
CSCO icon
Cisco
CSCO
+$2.28M

Sector Composition

1 Communication Services 12.67%
2 Industrials 10.55%
3 Technology 10.02%
4 Healthcare 9.97%
5 Utilities 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.54%
43,483
+27,467
52
$2.08M 0.5%
8,241
-137
53
$2.02M 0.48%
32,500
+4,523
54
$2M 0.48%
25,213
-1,256
55
$1.79M 0.43%
17,240
-2,853
56
$1.75M 0.42%
9,537
-904
57
$1.68M 0.4%
42,439
+4,910
58
$1.44M 0.34%
+25,910
59
$1.43M 0.34%
34,940
-1,216
60
$1.34M 0.32%
11,171
+2,333
61
$1.28M 0.31%
17,006
-202
62
$1.08M 0.26%
23,547
+415
63
$1.07M 0.26%
13,335
+363
64
$1.07M 0.26%
37,159
-486
65
$1.04M 0.25%
78,136
+2,539
66
$1.03M 0.25%
6,552
+272
67
$1.01M 0.24%
103,488
+2,879
68
$980K 0.23%
7,899
-1,823
69
$969K 0.23%
16,161
+372
70
$965K 0.23%
36,878
+262
71
$952K 0.23%
50,087
+1,686
72
$945K 0.23%
7,030
+2,638
73
$942K 0.23%
11,779
-66
74
$933K 0.22%
40,789
+1,031
75
$878K 0.21%
48,840
-2,020
1 2
3
4 5