BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$4.68M
3
+$4.57M
4
GRMN icon
Garmin
GRMN
+$4.54M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.22M

Top Sells

1
+$6.97M
2
+$6.12M
3
+$4.46M
4
CSCO icon
Cisco
CSCO
+$4.33M
5
PPL icon
PPL Corp
PPL
+$3.93M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$155K 0.04%
1,947
+1
127
$153K 0.04%
14,023
+11,064
128
$153K 0.04%
624
129
$148K 0.04%
8,436
+62
130
$140K 0.03%
4,000
+1,735
131
$140K 0.03%
5,576
-5,547
132
$135K 0.03%
1,291
+139
133
$133K 0.03%
973
-133
134
$132K 0.03%
2,026
135
$128K 0.03%
700
136
$125K 0.03%
+2,579
137
$125K 0.03%
+2,797
138
$124K 0.03%
3,294
-908
139
$123K 0.03%
5,231
+32
140
$123K 0.03%
+1,881
141
$123K 0.03%
1,509
+2
142
$122K 0.03%
3,779
-5,013
143
$122K 0.03%
1,842
-10
144
$121K 0.03%
4,967
+4,033
145
$121K 0.03%
+2,006
146
$121K 0.03%
+7,724
147
$121K 0.03%
+5,836
148
$121K 0.03%
2,550
+1,417
149
$119K 0.03%
+1,319
150
$119K 0.03%
+1,909
4 5
6
7 8