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
$305M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.5M
3
+$2.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.55M

Top Sells

1
+$4.66M
2
+$4.57M
3
+$3.96M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.82M
5
MCD icon
McDonald's
MCD
+$1.86M

Sector Composition

1 Technology 13.84%
2 Healthcare 13.34%
3 Utilities 12.22%
4 Communication Services 12.22%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.63%
5,307
-241
52
$1.91M 0.63%
13,352
-680
53
$1.74M 0.57%
15,196
-690
54
$1.74M 0.57%
7,353
-16,761
55
$1.73M 0.57%
11,756
-972
56
$1.68M 0.55%
30,214
-3,489
57
$1.56M 0.51%
50,770
+12
58
$1.49M 0.49%
66,774
+672
59
$1.34M 0.44%
33,356
-916
60
$1.33M 0.44%
23,896
-204
61
$1.32M 0.43%
14,478
+593
62
$1.3M 0.43%
60,235
+347
63
$1.25M 0.41%
7,633
-261
64
$1.21M 0.4%
20,334
-192
65
$1.17M 0.39%
1,546
-44
66
$1.1M 0.36%
4,320
-265
67
$1.03M 0.34%
+14,634
68
$990K 0.32%
15,452
-482
69
$961K 0.32%
11,108
+367
70
$960K 0.32%
45,235
+1,582
71
$852K 0.28%
14,275
-643
72
$831K 0.27%
9,415
-284
73
$810K 0.27%
34,410
-1,940
74
$655K 0.22%
4,862
+53
75
$648K 0.21%
12,477
-12
1 2
3
4