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
201
$47K 0.01%
1,510
202
$47K 0.01%
900
203
$46K 0.01%
660
204
$46K 0.01%
2,302
205
$46K 0.01%
787
206
$46K 0.01%
490
207
$45K 0.01%
640
-2,747
208
$44K 0.01%
416
209
$44K 0.01%
5,225
210
$44K 0.01%
545
-82,120
211
$44K 0.01%
2,417
212
$43K 0.01%
2,785
213
$42K 0.01%
719
-2,417
214
$42K 0.01%
409
-199
215
$42K 0.01%
503
216
$41K 0.01%
1,632
217
$41K 0.01%
1,434
218
$40K 0.01%
577
-1,620
219
$40K 0.01%
612
+197
220
$40K 0.01%
330
221
$39K 0.01%
730
-298
222
$39K 0.01%
786
-3,906
223
$39K 0.01%
1,504
224
$39K 0.01%
554
225
$39K 0.01%
699
7 8
9
10 11