BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$68.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
736
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.83M
3
+$4.59M
4
A icon
Agilent Technologies
A
+$4.18M
5
AMZN icon
Amazon
AMZN
+$2.37M

Top Sells

1
+$5.57M
2
+$2.09M
3
+$985K
4
PFE icon
Pfizer
PFE
+$890K
5
VZ icon
Verizon
VZ
+$761K

Sector Composition

1 Technology 15.04%
2 Industrials 11.5%
3 Communication Services 11.18%
4 Healthcare 9.84%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$0 ﹤0.01%
15
727
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728
– –
-2,550
729
– –
-120
730
– –
-73
731
$0 ﹤0.01%
2
732
– –
-5
733
$0 ﹤0.01%
6
-1
734
– –
-22
735
– –
-289
736
$0 ﹤0.01%
5
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