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
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.15M
3
+$2.97M
4
CSCO icon
Cisco
CSCO
+$2.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.21M

Top Sells

1
+$3.71M
2
+$3.41M
3
+$3.03M
4
SNY icon
Sanofi
SNY
+$2.93M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.82M

Sector Composition

1 Healthcare 15.47%
2 Communication Services 13.44%
3 Consumer Staples 11.55%
4 Utilities 9.96%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$300K 0.08%
6,620
-1,400
102
$299K 0.08%
3,815
-86
103
$294K 0.08%
39,088
+4,694
104
$293K 0.08%
8,783
+5
105
$284K 0.08%
6,568
-243
106
$270K 0.07%
8,338
-874
107
$258K 0.07%
4,260
+6
108
$244K 0.07%
950
-26
109
$236K 0.06%
2,760
+5
110
$229K 0.06%
1,723
+3
111
$229K 0.06%
2,532
+10
112
$216K 0.06%
8,780
113
$204K 0.05%
+4,795
114
$190K 0.05%
2,915
-1,212
115
$189K 0.05%
3,791
-537
116
$187K 0.05%
+1,785
117
$178K 0.05%
+1,395
118
$170K 0.05%
+3,627
119
$164K 0.04%
+3,942
120
$162K 0.04%
1,230
-313
121
$161K 0.04%
+5,274
122
$150K 0.04%
+1,083
123
$148K 0.04%
+2,005
124
$146K 0.04%
+2,240
125
$146K 0.04%
2,476
-7,174
3 4
5
6 7