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
$436M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$4.66M
3
+$4.4M
4
ETN icon
Eaton
ETN
+$3.39M
5
GRMN icon
Garmin
GRMN
+$3.34M

Top Sells

1
+$6.76M
2
+$6.23M
3
+$6.04M
4
T icon
AT&T
T
+$4.12M
5
GLD icon
SPDR Gold Trust
GLD
+$3.52M

Sector Composition

1 Technology 11.93%
2 Industrials 11.51%
3 Communication Services 10.19%
4 Healthcare 9.01%
5 Financials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$112K 0.03%
1,399
+1
152
$112K 0.03%
4,300
153
$106K 0.02%
597
-23
154
$105K 0.02%
2,119
-102
155
$104K 0.02%
5,585
-415
156
$104K 0.02%
1,251
-68
157
$103K 0.02%
2,332
+17
158
$102K 0.02%
869
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159
$100K 0.02%
4,659
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160
$99K 0.02%
1,289
-1,293
161
$99K 0.02%
1,264
+9
162
$97K 0.02%
635
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163
$95K 0.02%
597
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164
$95K 0.02%
1,045
165
$83K 0.02%
7,600
166
$83K 0.02%
1,930
167
$81K 0.02%
4,000
168
$76K 0.02%
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169
$71K 0.02%
26,960
170
$70K 0.02%
2,933
-2,643
171
$69K 0.02%
900
172
$69K 0.02%
1,767
+5
173
$68K 0.02%
266
174
$67K 0.02%
+1,600
175
$66K 0.02%
4,047
+2,480
5 6
7
8 9