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
$252M
AUM Growth
-$67.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$3.51M
3
+$1.66M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$1.51M
5
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.51M

Top Sells

1
+$10.6M
2
+$9.72M
3
+$8.68M
4
CSCO icon
Cisco
CSCO
+$8.38M
5
PAYX icon
Paychex
PAYX
+$8.24M

Sector Composition

1 Healthcare 14.26%
2 Communication Services 14.17%
3 Utilities 11.97%
4 Technology 8.56%
5 Consumer Discretionary 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-11,294
102
– –
-192,469
103
– –
-812
104
– –
-7,534
105
– –
-37,200
106
– –
-84,937
107
– –
-27,427
108
– –
-160,225
1 2 3 4
5