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
$332M
AUM Growth
-$2.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$1.86M
3
+$1.6M
4
PPL icon
PPL Corp
PPL
+$1.49M
5
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$1.47M

Top Sells

1
+$4.32M
2
+$1.86M
3
+$1.67M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$1.47M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.41M

Sector Composition

1 Communication Services 15.56%
2 Healthcare 14.15%
3 Consumer Staples 12.23%
4 Technology 10.7%
5 Utilities 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$67K 0.02%
1,000
177
$66K 0.02%
1,370
+782
178
$65K 0.02%
12,065
179
$62K 0.02%
1,689
+1,016
180
$62K 0.02%
773
+133
181
$61K 0.02%
536
+2
182
$60K 0.02%
3,038
183
$60K 0.02%
+2,312
184
$59K 0.02%
1,040
+7
185
$59K 0.02%
912
+572
186
$58K 0.02%
1,810
-176
187
$58K 0.02%
843
188
$57K 0.02%
1,145
-63
189
$55K 0.02%
1,426
-1,698
190
$55K 0.02%
2,564
191
$54K 0.02%
1,174
+2
192
$54K 0.02%
+2,340
193
$53K 0.02%
454
194
$53K 0.02%
2,174
-2,109
195
$51K 0.02%
653
+4
196
$50K 0.02%
634
+474
197
$49K 0.01%
266
198
$49K 0.01%
1,286
-199
199
$49K 0.01%
500
200
$48K 0.01%
1,174
+441
6 7
8
9 10