BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.16%
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
+$3.78M
2
+$3.11M
3
+$3.08M
4
CSCO icon
Cisco
CSCO
+$2.92M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.23M

Top Sells

1
+$3.5M
2
+$3.39M
3
+$2.93M
4
NVS icon
Novartis
NVS
+$2.87M
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
201
$50K 0.01%
+266
202
$50K 0.01%
+1,632
203
$50K 0.01%
+640
204
$49K 0.01%
+116
205
$49K 0.01%
+1,105
206
$48K 0.01%
+1,510
207
$48K 0.01%
+331
208
$48K 0.01%
16,960
209
$48K 0.01%
+1,504
210
$48K 0.01%
+2,302
211
$48K 0.01%
+787
212
$48K 0.01%
+5,828
213
$47K 0.01%
+1,173
214
$47K 0.01%
+2,785
215
$47K 0.01%
+562
216
$47K 0.01%
+1,125
217
$47K 0.01%
+12,960
218
$47K 0.01%
+2,417
219
$46K 0.01%
+1,285
220
$46K 0.01%
+416
221
$46K 0.01%
+592
222
$46K 0.01%
+5,225
223
$45K 0.01%
+660
224
$44K 0.01%
+900
225
$43K 0.01%
+500
7 8
9
10 11