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
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.87M
3
+$4.61M
4
LYB icon
LyondellBasell Industries
LYB
+$4.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.51M

Top Sells

1
+$6.63M
2
+$5.97M
3
+$4.55M
4
CSCO icon
Cisco
CSCO
+$4.27M
5
PPL icon
PPL Corp
PPL
+$4.06M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.94M 0.72%
42,503
-3,128
52
$2.9M 0.71%
23,938
-15,542
53
$2.68M 0.65%
47,126
-19,103
54
$2.41M 0.59%
44,290
-20,438
55
$2.29M 0.56%
22,489
-764
56
$2.25M 0.55%
24,252
-1,609
57
$2.12M 0.52%
33,815
+31,267
58
$2.01M 0.49%
42,210
+7,270
59
$2M 0.49%
+26,248
60
$1.99M 0.48%
49,934
+7,495
61
$1.94M 0.47%
27,800
+26,573
62
$1.6M 0.39%
5,430
-1,308
63
$1.34M 0.33%
16,439
-567
64
$1.33M 0.32%
23,719
-2,191
65
$1.28M 0.31%
11,612
-5,628
66
$1.17M 0.28%
6,023
+4,925
67
$1.15M 0.28%
8,087
+1,057
68
$1.05M 0.25%
35,367
-1,792
69
$942K 0.23%
39,959
-830
70
$922K 0.22%
17,885
-62,730
71
$916K 0.22%
4,961
-12,333
72
$914K 0.22%
11,709
-13,504
73
$902K 0.22%
11,395
-384
74
$893K 0.22%
63,412
-14,724
75
$893K 0.22%
10,891
+6,989
1 2
3
4 5