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
$302M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.44M
3
+$3.2M
4
MMM icon
3M
MMM
+$2.83M
5
ADBE icon
Adobe
ADBE
+$2.73M

Top Sells

1
+$12.3M
2
+$2.87M
3
+$2.46M
4
MCD icon
McDonald's
MCD
+$1.72M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$402K

Sector Composition

1 Healthcare 14.69%
2 Utilities 12.6%
3 Communication Services 12.12%
4 Technology 12.07%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$401K 0.13%
1,856
-1,146
77
$398K 0.13%
18,797
+301
78
$362K 0.12%
+1,608
79
$361K 0.12%
14,386
+105
80
$327K 0.11%
2,994
+37
81
$320K 0.11%
11,384
+126
82
$317K 0.1%
21,652
-1,449
83
$316K 0.1%
17,050
+411
84
$265K 0.09%
3,680
-1,560
85
$237K 0.08%
+2,348
86
$219K 0.07%
+9,000
87
$214K 0.07%
+3,216
88
$209K 0.07%
+625
89
$205K 0.07%
13,851
+620
90
– –
-9,194
91
– –
-10,035
92
– –
-11,620
93
– –
-1,939
94
– –
-6,832
1 2 3
4