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
$305M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.5M
3
+$2.01M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.55M

Top Sells

1
+$4.66M
2
+$4.57M
3
+$3.96M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.82M
5
MCD icon
McDonald's
MCD
+$1.86M

Sector Composition

1 Technology 13.84%
2 Healthcare 13.34%
3 Utilities 12.22%
4 Communication Services 12.22%
5 Consumer Discretionary 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$457K 0.15%
1,555
-301
77
$437K 0.14%
1,591
-17
78
$377K 0.12%
17,474
-1,323
79
$343K 0.11%
13,254
-1,132
80
$338K 0.11%
16,825
-225
81
$309K 0.1%
2,785
-209
82
$302K 0.1%
10,628
-756
83
$296K 0.1%
21,194
-458
84
$282K 0.09%
3,840
+160
85
$248K 0.08%
+2,218
86
$246K 0.08%
2,349
+1
87
$231K 0.08%
9,000
88
$216K 0.07%
644
+19
89
$216K 0.07%
+1,722
90
$207K 0.07%
3,336
+120
91
$206K 0.07%
+4,551
92
$206K 0.07%
13,650
-201
93
$202K 0.07%
+804
94
$130K 0.04%
+18,108
95
– –
-78,108
1 2 3
4