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
$131M
AUM Growth
-$267M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$472K
2
+$212K
3
+$210K
4
INTU icon
Intuit
INTU
+$198K
5
TREX icon
Trex
TREX
+$197K

Top Sells

1
+$13.7M
2
+$10.7M
3
+$10.6M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$10.5M
5
AVGO icon
Broadcom
AVGO
+$9.96M

Sector Composition

1 Technology 17.82%
2 Healthcare 14.81%
3 Communication Services 11.62%
4 Utilities 10.81%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-20,426
127
– –
-4,956
128
– –
-4,300
129
– –
-2,163
130
– –
-30,619
2 3 4 5
6