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
201
$49K 0.01%
+4,000
202
$49K 0.01%
+1,133
203
$47K 0.01%
+2,343
204
$47K 0.01%
+1,510
205
$47K 0.01%
+602
206
$46K 0.01%
+1,245
207
$46K 0.01%
+2,302
208
$46K 0.01%
+787
209
$46K 0.01%
+1,000
210
$46K 0.01%
+1,135
211
$46K 0.01%
+330
212
$45K 0.01%
+660
213
$45K 0.01%
+896
214
$45K 0.01%
+2,785
215
$45K 0.01%
+416
216
$44K 0.01%
+562
217
$44K 0.01%
+2,417
218
$43K 0.01%
+2,862
219
$42K 0.01%
+554
220
$42K 0.01%
+1,632
221
$41K 0.01%
+899
222
$41K 0.01%
+503
223
$40K 0.01%
350
-2,512
224
$40K 0.01%
+5,225
225
$40K 0.01%
+2,250
7 8
9
10 11