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
$332M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.86M
3
+$1.6M
4
PPL icon
PPL Corp
PPL
+$1.49M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.47M

Top Sells

1
+$4.32M
2
+$1.86M
3
+$1.67M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.41M

Sector Composition

1 Communication Services 15.56%
2 Healthcare 14.15%
3 Consumer Staples 12.23%
4 Technology 10.7%
5 Utilities 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$616K 0.19%
+6,449
77
$605K 0.18%
32,112
+4,246
78
$569K 0.17%
5,462
-232
79
$538K 0.16%
14,838
-1,055
80
$538K 0.16%
12,985
-230
81
$511K 0.15%
25,263
+5,871
82
$506K 0.15%
46,961
+4,145
83
$485K 0.15%
5,623
-262
84
$476K 0.14%
20,539
+4,034
85
$459K 0.14%
3,192
-2,079
86
$450K 0.14%
3,513
+1,580
87
$412K 0.12%
6,774
-4,755
88
$403K 0.12%
3,818
-410
89
$401K 0.12%
2,461
-3,597
90
$393K 0.12%
5,440
-879
91
$374K 0.11%
3,197
-6
92
$353K 0.11%
3,421
-212
93
$347K 0.1%
10,499
-1,111
94
$339K 0.1%
11,113
-5
95
$335K 0.1%
4,046
96
$313K 0.09%
8,120
-40
97
$302K 0.09%
6,804
+8
98
$299K 0.09%
6,767
-5,826
99
$280K 0.08%
18,682
100
$275K 0.08%
2,798
2 3
4
5 6