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
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$3.11M
3
+$3.08M
4
CSCO icon
Cisco
CSCO
+$2.92M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.23M

Top Sells

1
+$3.5M
2
+$3.39M
3
+$2.93M
4
NVS icon
Novartis
NVS
+$2.87M
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$1.82M

Sector Composition

1 Healthcare 15.47%
2 Communication Services 13.44%
3 Consumer Staples 11.55%
4 Utilities 9.96%
5 Technology 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$106K 0.03%
993
-4,362
152
$106K 0.03%
+700
153
$105K 0.03%
+955
154
$104K 0.03%
+8,200
155
$103K 0.03%
+9,163
156
$100K 0.03%
+1,185
157
$99K 0.03%
+3,063
158
$98K 0.03%
+899
159
$98K 0.03%
+1,226
160
$97K 0.03%
+2,222
161
$97K 0.03%
+1,982
162
$96K 0.03%
+1,853
163
$92K 0.02%
+2,507
164
$90K 0.02%
+3,137
165
$90K 0.02%
+6,000
166
$85K 0.02%
+1,681
167
$82K 0.02%
+1,762
168
$81K 0.02%
+1,080
169
$81K 0.02%
+3,889
170
$81K 0.02%
+670
171
$79K 0.02%
+1,628
172
$79K 0.02%
+670
173
$79K 0.02%
+476
174
$77K 0.02%
+1,026
175
$77K 0.02%
+1,180
5 6
7
8 9