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
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.15M
3
+$2.97M
4
CSCO icon
Cisco
CSCO
+$2.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.21M

Top Sells

1
+$3.71M
2
+$3.41M
3
+$3.03M
4
SNY icon
Sanofi
SNY
+$2.93M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.82M

Sector Composition

1 Healthcare 15.47%
2 Communication Services 13.44%
3 Consumer Staples 11.55%
4 Utilities 9.96%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$145K 0.04%
+6,485
127
$143K 0.04%
+4,660
128
$141K 0.04%
+1,101
129
$139K 0.04%
+870
130
$135K 0.04%
+8,187
131
$130K 0.03%
+2,051
132
$127K 0.03%
+2,675
133
$127K 0.03%
+1,578
134
$126K 0.03%
+1,704
135
$125K 0.03%
+6,900
136
$124K 0.03%
+1,775
137
$123K 0.03%
+3,228
138
$122K 0.03%
+1,194
139
$121K 0.03%
+5,103
140
$120K 0.03%
+1,082
141
$118K 0.03%
+1,810
142
$116K 0.03%
+977
143
$115K 0.03%
+3,299
144
$115K 0.03%
+1,781
145
$114K 0.03%
+616
146
$114K 0.03%
+4,300
147
$112K 0.03%
+1,360
148
$111K 0.03%
+662
149
$110K 0.03%
+1,500
150
$108K 0.03%
+2,050
4 5
6
7 8