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
$418M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.67M
3
+$4.1M
4
GLD icon
SPDR Gold Trust
GLD
+$3.43M
5
NTR icon
Nutrien
NTR
+$3.06M

Top Sells

1
+$7.56M
2
+$4.24M
3
+$3.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.9M
5
CSCO icon
Cisco
CSCO
+$2.28M

Sector Composition

1 Communication Services 12.67%
2 Industrials 10.55%
3 Technology 10.02%
4 Healthcare 9.97%
5 Utilities 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$369K 0.09%
1,746
-187
102
$368K 0.09%
4,091
-2,495
103
$358K 0.09%
2,431
-116
104
$332K 0.08%
950
105
$324K 0.08%
6,280
106
$322K 0.08%
+3,902
107
$317K 0.08%
2,044
-530
108
$313K 0.08%
2,991
+79
109
$281K 0.07%
8,792
+4
110
$279K 0.07%
+1,719
111
$275K 0.07%
6,593
+9
112
$271K 0.06%
6,022
-750
113
$266K 0.06%
11,123
-1,291
114
$259K 0.06%
1,246
-30
115
$241K 0.06%
2,095
+40
116
$233K 0.06%
3,555
-245
117
$232K 0.06%
1,806
+2
118
$221K 0.05%
3,052
+92
119
$213K 0.05%
+1,335
120
$210K 0.05%
1,538
+118
121
$210K 0.05%
3,387
-833
122
$207K 0.05%
2,424
+9
123
$199K 0.05%
8,390
-390
124
$191K 0.05%
4,692
-510
125
$184K 0.04%
+2,543
3 4
5
6 7