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
$418M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.67M
3
+$4.1M
4
GLD icon
SPDR Gold Trust
GLD
+$3.43M
5
NTR icon
Nutrien
NTR
+$3.06M

Top Sells

1
+$7.56M
2
+$4.24M
3
+$3.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.9M
5
CSCO icon
Cisco
CSCO
+$2.28M

Sector Composition

1 Communication Services 12.67%
2 Industrials 10.55%
3 Technology 10.02%
4 Healthcare 9.97%
5 Utilities 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$184K 0.04%
+1,000
127
$182K 0.04%
+616
128
$176K 0.04%
+2,062
129
$175K 0.04%
1,098
-42
130
$173K 0.04%
+4,316
131
$168K 0.04%
+2,580
132
$166K 0.04%
+4,408
133
$166K 0.04%
+3,136
134
$163K 0.04%
+2,312
135
$160K 0.04%
+2,197
136
$159K 0.04%
2,548
-205
137
$158K 0.04%
+4,202
138
$156K 0.04%
+7,857
139
$155K 0.04%
1,106
-451
140
$155K 0.04%
+1,448
141
$152K 0.04%
+946
142
$149K 0.04%
+690
143
$142K 0.03%
+8,374
144
$137K 0.03%
+4,665
145
$134K 0.03%
+624
146
$130K 0.03%
+1,662
147
$129K 0.03%
+1,946
148
$127K 0.03%
+21,960
149
$127K 0.03%
+1,507
150
$126K 0.03%
+2,374
4 5
6
7 8