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
$436M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.66M
3
+$4.4M
4
ETN icon
Eaton
ETN
+$3.39M
5
GRMN icon
Garmin
GRMN
+$3.34M

Top Sells

1
+$6.76M
2
+$6.23M
3
+$6.04M
4
T icon
AT&T
T
+$4.12M
5
GLD icon
SPDR Gold Trust
GLD
+$3.52M

Sector Composition

1 Technology 11.93%
2 Industrials 11.51%
3 Communication Services 10.19%
4 Healthcare 9.01%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$272K 0.06%
7,682
-1,749
102
$269K 0.06%
2,648
+5
103
$260K 0.06%
2,285
-807
104
$257K 0.06%
2,315
-118
105
$230K 0.05%
1,624
-920
106
$230K 0.05%
5,351
-791
107
$230K 0.05%
6,160
108
$220K 0.05%
31,360
109
$203K 0.05%
1,347
-697
110
$186K 0.04%
690
111
$182K 0.04%
3,350
-969
112
$170K 0.04%
795
-1,197
113
$168K 0.04%
947
114
$166K 0.04%
624
115
$165K 0.04%
1,000
116
$152K 0.03%
8,499
+63
117
$151K 0.03%
10,436
-3,392
118
$144K 0.03%
3,782
+3
119
$144K 0.03%
3,126
-492
120
$144K 0.03%
2,824
-232
121
$143K 0.03%
951
-137
122
$142K 0.03%
700
123
$139K 0.03%
1,910
-1,917
124
$137K 0.03%
2,040
+198
125
$137K 0.03%
3,691
+397
3 4
5
6 7