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

Top Buys

1
+$3.89M
2
+$3.15M
3
+$2.97M
4
CSCO icon
Cisco
CSCO
+$2.8M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.21M

Top Sells

1
+$3.71M
2
+$3.41M
3
+$3.03M
4
SNY icon
Sanofi
SNY
+$2.93M
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
176
$75K 0.02%
+1,049
177
$73K 0.02%
+1,392
178
$72K 0.02%
12,065
179
$72K 0.02%
+1,115
180
$72K 0.02%
+2,103
181
$69K 0.02%
+1,245
182
$68K 0.02%
+4,000
183
$67K 0.02%
+1,686
184
$67K 0.02%
+843
185
$66K 0.02%
+1,177
186
$65K 0.02%
+1,217
187
$63K 0.02%
+4,168
188
$62K 0.02%
+1,590
189
$59K 0.02%
+1,056
190
$58K 0.02%
+2,340
191
$57K 0.02%
+454
192
$56K 0.02%
+1,100
193
$53K 0.01%
+490
194
$52K 0.01%
+638
195
$52K 0.01%
+565
196
$51K 0.01%
+2,410
197
$51K 0.01%
+1,522
198
$51K 0.01%
+476
199
$51K 0.01%
+4,513
200
$50K 0.01%
+1,129
6 7
8
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