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
$424M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
669
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$4.55M
3
+$4.45M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.44M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.03M

Top Sells

1
+$11.9M
2
+$8.19M
3
+$5.39M
4
IHF icon
iShares US Healthcare Providers ETF
IHF
+$4.66M
5
GM icon
General Motors
GM
+$4.64M

Sector Composition

1 Industrials 13.92%
2 Technology 12.69%
3 Communication Services 10.78%
4 Healthcare 9.85%
5 Utilities 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.26M 0.53%
34,712
-1,160
52
$2.2M 0.52%
+56,525
53
$2.12M 0.5%
40,064
-6,248
54
$2.08M 0.49%
14,972
-2,972
55
$2.05M 0.48%
54,269
-6,336
56
$2.01M 0.48%
32,993
-1,668
57
$1.55M 0.37%
+8,862
58
$1.41M 0.33%
8,348
-338
59
$1.41M 0.33%
18,430
-14,337
60
$1.31M 0.31%
11,455
-183
61
$1.24M 0.29%
12,414
-376
62
$1.07M 0.25%
53,601
+2,557
63
$1.03M 0.24%
12,399
+1,373
64
$1.03M 0.24%
34,518
+1,993
65
$972K 0.23%
35,861
-10,141
66
$956K 0.23%
71,773
-12,290
67
$935K 0.22%
98,451
+7,472
68
$926K 0.22%
38,749
-9,476
69
$908K 0.21%
19,178
-5,047
70
$906K 0.21%
86,329
+5,421
71
$879K 0.21%
4,772
-1,464
72
$813K 0.19%
40,140
-1,780
73
$765K 0.18%
13,432
-4,441
74
$657K 0.16%
9,295
-276
75
$646K 0.15%
30,193
+22,316
1 2
3
4 5