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
$332M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.86M
3
+$1.6M
4
PPL icon
PPL Corp
PPL
+$1.49M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.47M

Top Sells

1
+$4.32M
2
+$1.86M
3
+$1.67M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.41M

Sector Composition

1 Communication Services 15.56%
2 Healthcare 14.15%
3 Consumer Staples 12.23%
4 Technology 10.7%
5 Utilities 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$241K 0.07%
2,759
+10
102
$237K 0.07%
8,776
+3
103
$230K 0.07%
4,109
-310
104
$228K 0.07%
6,080
105
$227K 0.07%
976
106
$220K 0.07%
2,451
+6
107
$206K 0.06%
3,522
-1,100
108
$205K 0.06%
2,820
-584
109
$204K 0.06%
3,414
+20
110
$201K 0.06%
8,780
111
$200K 0.06%
9,989
112
$200K 0.06%
2,554
+10
113
$193K 0.06%
4,363
-322
114
$193K 0.06%
1,447
+304
115
$192K 0.06%
1,718
-2,670
116
$186K 0.06%
2,856
+6
117
$184K 0.06%
4,692
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118
$182K 0.05%
4,549
-809
119
$181K 0.05%
5,232
+8
120
$174K 0.05%
3,310
-1,368
121
$171K 0.05%
1,426
+1
122
$168K 0.05%
2,515
+9
123
$164K 0.05%
1,422
+91
124
$161K 0.05%
3,299
+1
125
$154K 0.05%
3,773
+846
3 4
5
6 7