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
$436M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.66M
3
+$4.4M
4
ETN icon
Eaton
ETN
+$3.39M
5
GRMN icon
Garmin
GRMN
+$3.34M

Top Sells

1
+$6.76M
2
+$6.23M
3
+$6.04M
4
T icon
AT&T
T
+$4.12M
5
GLD icon
SPDR Gold Trust
GLD
+$3.52M

Sector Composition

1 Technology 11.93%
2 Industrials 11.51%
3 Communication Services 10.19%
4 Healthcare 9.01%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$829K 0.19%
94,231
+2,349
77
$793K 0.18%
8,058
+304
78
$770K 0.18%
78,584
+9,044
79
$759K 0.17%
8,931
-437
80
$739K 0.17%
14,339
-344
81
$688K 0.16%
9,386
+445
82
$665K 0.15%
5,438
-910
83
$651K 0.15%
8,268
-2,326
84
$644K 0.15%
22,012
-230,960
85
$610K 0.14%
12,143
-123,935
86
$609K 0.14%
5,393
-240
87
$571K 0.13%
37,386
88
$539K 0.12%
9,798
-3,398
89
$483K 0.11%
4,820
-340
90
$409K 0.09%
1,605
-34
91
$406K 0.09%
8,783
-3,281
92
$402K 0.09%
7,071
-2,872
93
$387K 0.09%
8,183
-5,223
94
$351K 0.08%
4,712
-1,638
95
$350K 0.08%
2,035
-684
96
$334K 0.08%
2,076
-344
97
$323K 0.07%
5,400
-420
98
$307K 0.07%
3,972
-2,230
99
$302K 0.07%
950
100
$301K 0.07%
3,418
-496
2 3
4
5 6