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
$436M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$4.64M
3
+$4.11M
4
ETN icon
Eaton
ETN
+$3.19M
5
GRMN icon
Garmin
GRMN
+$3.12M

Top Sells

1
+$6.75M
2
+$6.3M
3
+$5.83M
4
T icon
AT&T
T
+$3.98M
5
SO icon
Southern Company
SO
+$3.61M

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
201
$45K 0.01%
397
-584
202
$44K 0.01%
5,225
203
$44K 0.01%
2,417
204
$43K 0.01%
554
205
$43K 0.01%
2,785
206
$43K 0.01%
330
207
$41K 0.01%
268
-705
208
$41K 0.01%
415
-411
209
$41K 0.01%
1,434
210
$40K 0.01%
1,809
+39
211
$40K 0.01%
390
-100
212
$40K 0.01%
2,250
213
$39K 0.01%
540
+2
214
$39K 0.01%
586
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215
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330
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216
$36K 0.01%
786
217
$36K 0.01%
174
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218
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539
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219
$35K 0.01%
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220
$34K 0.01%
364
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$34K 0.01%
202
222
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222
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729
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224
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300
-31,017
225
$34K 0.01%
625
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9
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