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
$388M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.47M
3
+$4.38M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.37M
5
MXIM
Maxim Integrated Products
MXIM
+$4.1M

Top Sells

1
+$15M
2
+$4.62M
3
+$4.27M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.08M
5
ITW icon
Illinois Tool Works
ITW
+$4.06M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.12%
3 Industrials 11.03%
4 Healthcare 10.37%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$197K 0.05%
1,505
+1,283
127
$186K 0.05%
+150,000
128
$184K 0.05%
1,152
+231
129
$178K 0.05%
3,417
+3,017
130
$176K 0.05%
3,090
+1,459
131
$162K 0.04%
+7,842
132
$159K 0.04%
1,626
+1,296
133
$157K 0.04%
5,274
+1,492
134
$157K 0.04%
+9,521
135
$155K 0.04%
+16,275
136
$155K 0.04%
31,056
+19,087
137
$154K 0.04%
10,063
+1,564
138
$152K 0.04%
7,427
+6,910
139
$151K 0.04%
6,143
+5,052
140
$151K 0.04%
+400
141
$136K 0.04%
2,026
-14
142
$136K 0.04%
3,161
+2,192
143
$130K 0.03%
1,458
+77
144
$129K 0.03%
1,397
+1,033
145
$128K 0.03%
+1,504
146
$127K 0.03%
3,713
+22
147
$125K 0.03%
+2,800
148
$125K 0.03%
1,104
+2
149
$125K 0.03%
+3,300
150
$123K 0.03%
853
-98
4 5
6
7 8