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
$396M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$5.05M
3
+$4.86M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.94M
5
ABBV icon
AbbVie
ABBV
+$3.79M

Top Sells

1
+$12.2M
2
+$5.11M
3
+$4.76M
4
CSCO icon
Cisco
CSCO
+$4.57M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.52M

Sector Composition

1 Industrials 13.25%
2 Communication Services 13.05%
3 Technology 12.51%
4 Healthcare 10.68%
5 Utilities 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$296K 0.07%
5,664
-1,448
102
$290K 0.07%
3,550
-1,927
103
$289K 0.07%
3,994
+24
104
$282K 0.07%
3,192
+134
105
$280K 0.07%
+15,839
106
$278K 0.07%
5,377
+4
107
$269K 0.07%
2,875
+10
108
$255K 0.06%
3,880
-60
109
$241K 0.06%
+11,181
110
$232K 0.06%
+9,000
111
$230K 0.06%
1,041
112
$217K 0.05%
910
-395
113
$170K 0.04%
16,275
114
$154K 0.04%
337
115
$69K 0.02%
26,960
116
– –
-1,841
117
– –
-20,049
118
– –
-1,356
119
– –
-2,582
120
– –
-19,178
121
– –
-4,064
122
– –
-1,212
123
– –
-1,896
124
– –
-11,969
125
– –
-118,656
2 3 4
5
6