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
$396M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$5.05M
3
+$4.86M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.94M
5
ABBV icon
AbbVie
ABBV
+$3.79M

Top Sells

1
+$12.2M
2
+$5.11M
3
+$4.76M
4
CSCO icon
Cisco
CSCO
+$4.57M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.52M

Sector Composition

1 Industrials 13.25%
2 Communication Services 13.05%
3 Technology 12.51%
4 Healthcare 10.68%
5 Utilities 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.68%
22,692
-340
52
$2.23M 0.56%
56,609
+84
53
$2.19M 0.55%
19,572
-1,680
54
$2.17M 0.55%
20,486
-42,595
55
$1.97M 0.5%
33,264
-6,800
56
$1.84M 0.47%
30,551
-4,161
57
$1.83M 0.46%
13,762
-1,210
58
$1.7M 0.43%
79,017
+48,824
59
$1.55M 0.39%
41,626
-12,643
60
$1.42M 0.36%
8,054
-294
61
$1.35M 0.34%
11,144
-42,095
62
$1.31M 0.33%
10,926
-529
63
$1.27M 0.32%
59,685
+36,699
64
$1.27M 0.32%
59,942
+36,971
65
$1.27M 0.32%
12,292
-122
66
$1.2M 0.3%
16,945
-1,485
67
$1.16M 0.29%
+3,979
68
$1.12M 0.28%
53,191
-410
69
$1.09M 0.28%
18,420
-14,573
70
$1.07M 0.27%
4,830
+58
71
$1.04M 0.26%
2,957
-4,939
72
$1.02M 0.26%
40,194
+1,445
73
$1.01M 0.25%
100,482
+2,031
74
$1M 0.25%
32,098
-2,420
75
$996K 0.25%
36,179
+318
1 2
3
4 5