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
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.87M
3
+$4.61M
4
LYB icon
LyondellBasell Industries
LYB
+$4.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.51M

Top Sells

1
+$6.63M
2
+$5.97M
3
+$4.55M
4
CSCO icon
Cisco
CSCO
+$4.27M
5
PPL icon
PPL Corp
PPL
+$4.06M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$874K 0.21%
32,018
-4,860
77
$852K 0.21%
45,043
-5,044
78
$844K 0.21%
46,190
-2,650
79
$809K 0.2%
91,882
-11,606
80
$803K 0.2%
6,348
+163
81
$775K 0.19%
9,368
-1,252
82
$729K 0.18%
13,196
-2,079
83
$695K 0.17%
69,540
-4,007
84
$682K 0.17%
10,594
-21,906
85
$666K 0.16%
13,406
-987
86
$664K 0.16%
7,754
-5,581
87
$647K 0.16%
14,683
-8,864
88
$611K 0.15%
8,941
-7,220
89
$587K 0.14%
5,633
-329
90
$584K 0.14%
37,386
91
$550K 0.13%
5,121
-2,778
92
$529K 0.13%
12,064
-984
93
$486K 0.12%
9,943
-55,295
94
$463K 0.11%
6,350
-6,904
95
$439K 0.11%
5,160
-1,380
96
$420K 0.1%
6,202
-3,438
97
$398K 0.1%
2,719
-708
98
$383K 0.09%
1,639
-107
99
$383K 0.09%
2,420
-312
100
$372K 0.09%
1,992
-148
2 3
4
5 6