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
$396M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$5.05M
3
+$4.86M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.94M
5
ABBV icon
AbbVie
ABBV
+$3.79M

Top Sells

1
+$12.2M
2
+$5.11M
3
+$4.76M
4
CSCO icon
Cisco
CSCO
+$4.57M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.52M

Sector Composition

1 Industrials 13.25%
2 Communication Services 13.05%
3 Technology 12.51%
4 Healthcare 10.68%
5 Utilities 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$978K 0.25%
71,152
-621
77
$940K 0.24%
88,812
+2,483
78
$869K 0.22%
10,420
-1,979
79
$847K 0.21%
39,875
+24,704
80
$752K 0.19%
13,311
-121
81
$739K 0.19%
9,196
-99
82
$715K 0.18%
34,430
-5,710
83
$639K 0.16%
29,998
+18,447
84
$592K 0.15%
11,632
+7,244
85
$568K 0.14%
4,355
-302
86
$555K 0.14%
27,235
+16,697
87
$518K 0.13%
22,013
88
$474K 0.12%
3,923
-906
89
$422K 0.11%
+9,198
90
$422K 0.11%
+19,807
91
$419K 0.11%
+4,949
92
$387K 0.1%
11,464
+46
93
$358K 0.09%
6,145
+17
94
$354K 0.09%
6,372
-533
95
$348K 0.09%
2,768
+1,056
96
$339K 0.09%
1,844
+28
97
$337K 0.09%
962
98
$326K 0.08%
7,214
-1,548
99
$307K 0.08%
1,640
-10
100
$304K 0.08%
8,658
-346,798
2 3
4
5 6