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
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.87M
3
+$4.61M
4
LYB icon
LyondellBasell Industries
LYB
+$4.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.51M

Top Sells

1
+$6.63M
2
+$5.97M
3
+$4.55M
4
CSCO icon
Cisco
CSCO
+$4.27M
5
PPL icon
PPL Corp
PPL
+$4.06M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$366K 0.09%
2,544
-20,217
102
$326K 0.08%
3,092
-3,298
103
$324K 0.08%
5,820
-460
104
$309K 0.08%
9,431
-13,286
105
$308K 0.07%
3,914
-6,033
106
$292K 0.07%
950
107
$286K 0.07%
2,044
108
$268K 0.07%
2,643
-1,308
109
$261K 0.06%
2,433
+9
110
$252K 0.06%
6,142
-451
111
$241K 0.06%
6,160
112
$240K 0.06%
4,319
+3
113
$238K 0.06%
1,757
-674
114
$230K 0.06%
3,827
+272
115
$214K 0.05%
939
-307
116
$191K 0.05%
2,582
+2
117
$187K 0.05%
4,359
-49
118
$186K 0.05%
1,000
119
$186K 0.05%
31,360
+9,400
120
$168K 0.04%
690
121
$166K 0.04%
13,828
-40,168
122
$166K 0.04%
1,088
-450
123
$162K 0.04%
3,618
-698
124
$160K 0.04%
947
+1
125
$159K 0.04%
1,015
-320
3 4
5
6 7