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
176
$81K 0.02%
826
177
$79K 0.02%
4,000
178
$77K 0.02%
3,176
-371
179
$73K 0.02%
11,969
180
$71K 0.02%
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181
$71K 0.02%
26,960
182
$70K 0.02%
900
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183
$65K 0.02%
1,762
184
$63K 0.02%
464
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185
$62K 0.02%
1,017
186
$62K 0.02%
2,700
-5,690
187
$62K 0.02%
2,340
188
$59K 0.01%
2,092
+1,006
189
$59K 0.01%
1,169
-485
190
$59K 0.01%
+1,210
191
$58K 0.01%
266
192
$56K 0.01%
584
+1
193
$54K 0.01%
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194
$53K 0.01%
4,805
+2,105
195
$53K 0.01%
2,410
196
$51K 0.01%
1,180
197
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2,250
198
$50K 0.01%
303
+1
199
$49K 0.01%
4,015
+15
200
$49K 0.01%
5,828
-4,042
6 7
8
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