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
$436M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.66M
3
+$4.4M
4
ETN icon
Eaton
ETN
+$3.39M
5
GRMN icon
Garmin
GRMN
+$3.34M

Top Sells

1
+$6.76M
2
+$6.23M
3
+$6.04M
4
T icon
AT&T
T
+$4.12M
5
GLD icon
SPDR Gold Trust
GLD
+$3.52M

Sector Composition

1 Technology 11.93%
2 Industrials 11.51%
3 Communication Services 10.19%
4 Healthcare 9.01%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.72%
27,519
-2,540
52
$3.06M 0.7%
27,412
-2,900
53
$2.96M 0.68%
+70,732
54
$2.95M 0.68%
+35,902
55
$2.84M 0.65%
+55,594
56
$2.56M 0.59%
37,550
-4,953
57
$2.51M 0.58%
32,416
+4,616
58
$2.35M 0.54%
57,664
+7,730
59
$2.34M 0.54%
41,806
-404
60
$2.32M 0.53%
23,653
-599
61
$2.3M 0.53%
21,499
-990
62
$1.38M 0.32%
8,467
+380
63
$1.3M 0.3%
16,117
-322
64
$1.24M 0.28%
11,541
-71
65
$1.17M 0.27%
19,466
-27,660
66
$1.06M 0.24%
74,024
+10,612
67
$1.05M 0.24%
12,703
+1,812
68
$1.01M 0.23%
4,858
-103
69
$1M 0.23%
33,568
-1,799
70
$950K 0.22%
17,608
-277
71
$931K 0.21%
38,583
-1,376
72
$916K 0.21%
33,194
+1,176
73
$910K 0.21%
44,170
-2,020
74
$899K 0.21%
11,420
+25
75
$898K 0.21%
49,266
+4,223
1 2
3
4 5