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
$418M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.67M
3
+$4.1M
4
GLD icon
SPDR Gold Trust
GLD
+$3.43M
5
NTR icon
Nutrien
NTR
+$3.06M

Top Sells

1
+$7.56M
2
+$4.24M
3
+$3.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.9M
5
CSCO icon
Cisco
CSCO
+$2.28M

Sector Composition

1 Communication Services 12.67%
2 Industrials 10.55%
3 Technology 10.02%
4 Healthcare 9.97%
5 Utilities 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$868K 0.21%
13,254
-217
77
$849K 0.2%
15,275
-626
78
$792K 0.19%
10,620
+31
79
$788K 0.19%
9,947
-156
80
$776K 0.19%
22,717
+15,614
81
$750K 0.18%
14,393
-440
82
$737K 0.18%
53,996
-1,060
83
$716K 0.17%
73,547
+1,771
84
$705K 0.17%
6,185
-34
85
$704K 0.17%
6,390
-3,578
86
$698K 0.17%
9,640
-301
87
$656K 0.16%
5,962
+4
88
$632K 0.15%
+7,850
89
$632K 0.15%
+37,386
90
$567K 0.14%
13,048
-230
91
$496K 0.12%
8,052
-207
92
$490K 0.12%
2,041
+77
93
$473K 0.11%
6,540
-80
94
$451K 0.11%
3,427
-343
95
$438K 0.1%
+2,326
96
$427K 0.1%
2,140
-70
97
$401K 0.1%
+3,951
98
$394K 0.09%
2,732
-1,625
99
$385K 0.09%
43,188
+756
100
$383K 0.09%
2,843
+60
2 3
4
5 6