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
201
$48K 0.01%
1,900
202
$48K 0.01%
325
-29,240
203
$48K 0.01%
644
204
$48K 0.01%
640
205
$47K 0.01%
2,410
206
$47K 0.01%
637
+1
207
$46K 0.01%
1,151
-325
208
$46K 0.01%
3,055
209
$46K 0.01%
1,522
210
$44K 0.01%
660
211
$44K 0.01%
869
+11
212
$43K 0.01%
787
213
$43K 0.01%
600
214
$42K 0.01%
700
215
$42K 0.01%
3,000
216
$42K 0.01%
1,565
+300
217
$41K 0.01%
390
218
$41K 0.01%
527
+2
219
$41K 0.01%
900
220
$40K 0.01%
554
221
$40K 0.01%
1,253
+28
222
$40K 0.01%
885
+1
223
$39K 0.01%
1,314
+243
224
$39K 0.01%
1,125
225
$39K 0.01%
1,968
+268
7 8
9
10 11