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
$332M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.86M
3
+$1.6M
4
PPL icon
PPL Corp
PPL
+$1.49M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.47M

Top Sells

1
+$4.32M
2
+$1.86M
3
+$1.67M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.47M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.41M

Sector Composition

1 Communication Services 15.56%
2 Healthcare 14.15%
3 Consumer Staples 12.23%
4 Technology 10.7%
5 Utilities 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$150K 0.05%
1,761
-456
127
$147K 0.04%
1,702
+2
128
$147K 0.04%
2,323
-893
129
$146K 0.04%
2,645
-146
130
$144K 0.04%
4,788
+307
131
$139K 0.04%
869
-3,037
132
$139K 0.04%
1,305
+384
133
$133K 0.04%
2,195
-685
134
$133K 0.04%
5,395
-1,315
135
$128K 0.04%
5,088
-1,560
136
$128K 0.04%
2,581
+16
137
$128K 0.04%
1,806
-719
138
$127K 0.04%
1,838
-337
139
$127K 0.04%
2,605
-28,930
140
$122K 0.04%
1,098
-423
141
$112K 0.03%
1,065
-241
142
$111K 0.03%
7,736
+150
143
$110K 0.03%
3,128
+19
144
$110K 0.03%
4,300
145
$109K 0.03%
1,230
-60
146
$106K 0.03%
1,496
+3
147
$105K 0.03%
2,400
148
$103K 0.03%
2,902
+16
149
$103K 0.03%
1,781
150
$102K 0.03%
1,560
+4
4 5
6
7 8