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
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.15M
3
+$2.97M
4
CSCO icon
Cisco
CSCO
+$2.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.21M

Top Sells

1
+$3.71M
2
+$3.41M
3
+$3.03M
4
SNY icon
Sanofi
SNY
+$2.93M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.82M

Sector Composition

1 Healthcare 15.47%
2 Communication Services 13.44%
3 Consumer Staples 11.55%
4 Utilities 9.96%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$767K 0.2%
34,352
+6,051
77
$729K 0.19%
6,985
-531
78
$706K 0.19%
+9,191
79
$659K 0.18%
58,216
+4,885
80
$651K 0.17%
+12,988
81
$630K 0.17%
3,311
-2,898
82
$624K 0.17%
6,089
-4,904
83
$615K 0.16%
+6,926
84
$609K 0.16%
13,587
+502
85
$553K 0.15%
+50,808
86
$522K 0.14%
13,501
+550
87
$515K 0.14%
5,629
+3
88
$513K 0.14%
9,253
-6,566
89
$482K 0.13%
14,297
-574
90
$464K 0.12%
3,241
-41
91
$457K 0.12%
3,197
-7
92
$418K 0.11%
8,640
+2,560
93
$390K 0.1%
2,303
-158
94
$389K 0.1%
6,834
+40
95
$378K 0.1%
3,429
+176
96
$350K 0.09%
2,831
-598
97
$341K 0.09%
8,762
-136
98
$318K 0.08%
11,566
+502
99
$314K 0.08%
2,837
+338
100
$304K 0.08%
2,893
+289
2 3
4
5 6