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
$411M
AUM Growth
-$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$9.57M
2
+$4.87M
3
+$4.61M
4
LYB icon
LyondellBasell Industries
LYB
+$4.57M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$4.51M

Top Sells

1
+$6.63M
2
+$5.97M
3
+$4.55M
4
CSCO icon
Cisco
CSCO
+$4.27M
5
PPL icon
PPL Corp
PPL
+$4.06M

Sector Composition

1 Communication Services 11.93%
2 Technology 11.68%
3 Industrials 9.92%
4 Utilities 8.97%
5 Energy 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$117K 0.03%
+4,211
152
$117K 0.03%
6,000
-1,857
153
$116K 0.03%
1,861
+519
154
$115K 0.03%
+3,750
155
$115K 0.03%
+2,221
156
$115K 0.03%
+2,994
157
$114K 0.03%
4,300
158
$113K 0.03%
+4,826
159
$113K 0.03%
+1,290
160
$113K 0.03%
+3,056
161
$112K 0.03%
976
-5
162
$112K 0.03%
+564
163
$112K 0.03%
+4,873
164
$111K 0.03%
+620
165
$110K 0.03%
981
-118
166
$98K 0.02%
1,398
+1
167
$98K 0.02%
1,255
-167
168
$91K 0.02%
1,097
+4
169
$89K 0.02%
7,600
-2,797
170
$88K 0.02%
955
-3,136
171
$85K 0.02%
544
-107
172
$85K 0.02%
1,930
-4,092
173
$85K 0.02%
2,315
174
$82K 0.02%
596
-229
175
$82K 0.02%
1,045
-1,017
5 6
7
8 9