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
$418M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
353
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$5.67M
3
+$4.1M
4
GLD icon
SPDR Gold Trust
GLD
+$3.43M
5
NTR icon
Nutrien
NTR
+$3.06M

Top Sells

1
+$7.56M
2
+$4.24M
3
+$3.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.9M
5
CSCO icon
Cisco
CSCO
+$2.28M

Sector Composition

1 Communication Services 12.67%
2 Industrials 10.55%
3 Technology 10.02%
4 Healthcare 9.97%
5 Utilities 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$126K 0.03%
10,397
-600
152
$123K 0.03%
+2,026
153
$123K 0.03%
+1,102
154
$118K 0.03%
+1,852
155
$118K 0.03%
+700
156
$116K 0.03%
+1,152
157
$115K 0.03%
+981
158
$114K 0.03%
+825
159
$114K 0.03%
+5,199
160
$114K 0.03%
+977
161
$113K 0.03%
+4,300
162
$112K 0.03%
+1,422
163
$106K 0.03%
+9,163
164
$105K 0.03%
+1,099
165
$104K 0.02%
+651
166
$102K 0.02%
+1,397
167
$101K 0.02%
+2,315
168
$99K 0.02%
+3,547
169
$95K 0.02%
+1,654
170
$90K 0.02%
+1,093
171
$88K 0.02%
+3,127
172
$85K 0.02%
+2,265
173
$84K 0.02%
+1,762
174
$84K 0.02%
+4,000
175
$82K 0.02%
+9,870
5 6
7
8 9