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
$396M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$5.05M
3
+$3.94M
4
KIE icon
State Street SPDR S&P Insurance ETF
KIE
+$3.42M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.42M

Top Sells

1
+$12.6M
2
+$5.07M
3
+$4.86M
4
IHI icon
iShares US Medical Devices ETF
IHI
+$4.76M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.29M

Sector Composition

1 Industrials 13.25%
2 Communication Services 13.05%
3 Technology 12.51%
4 Healthcare 10.68%
5 Utilities 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,064
127
– –
-7,280
128
– –
-7,759
2 3 4 5
6