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
176
$79K 0.02%
+826
177
$78K 0.02%
+1,082
178
$77K 0.02%
+1,342
179
$73K 0.02%
+1,227
180
$72K 0.02%
26,960
181
$72K 0.02%
11,969
182
$70K 0.02%
+997
183
$70K 0.02%
+461
184
$69K 0.02%
+266
185
$68K 0.02%
+608
186
$65K 0.02%
+2,340
187
$61K 0.01%
+1,017
188
$57K 0.01%
+1,180
189
$57K 0.01%
+3,171
190
$55K 0.01%
+2,894
191
$53K 0.01%
+302
192
$53K 0.01%
+3,420
193
$52K 0.01%
+1,028
194
$52K 0.01%
+1,522
195
$51K 0.01%
+542
196
$51K 0.01%
+583
197
$51K 0.01%
+490
198
$51K 0.01%
+432
199
$50K 0.01%
526
-79,547
200
$49K 0.01%
+2,410
6 7
8
9 10