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
176
$66K 0.02%
+4,630
177
$64K 0.01%
467
+3
178
$61K 0.01%
2,700
179
$59K 0.01%
+560
180
$56K 0.01%
640
-457
181
$56K 0.01%
1,522
182
$56K 0.01%
+745
183
$55K 0.01%
+1,625
184
$54K 0.01%
2,472
-704
185
$53K 0.01%
969
-32,846
186
$51K 0.01%
2,410
187
$51K 0.01%
5,828
188
$51K 0.01%
1,510
189
$51K 0.01%
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190
$48K 0.01%
660
191
$48K 0.01%
787
192
$48K 0.01%
4,015
193
$48K 0.01%
1,632
194
$48K 0.01%
503
195
$47K 0.01%
2,302
196
$46K 0.01%
275
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197
$46K 0.01%
458
-497
198
$46K 0.01%
+3,200
199
$45K 0.01%
+2,365
200
$45K 0.01%
416
6 7
8
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