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
$388M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.47M
3
+$4.38M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.37M
5
MXIM
Maxim Integrated Products
MXIM
+$4.1M

Top Sells

1
+$15M
2
+$4.62M
3
+$4.27M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.08M
5
ITW icon
Illinois Tool Works
ITW
+$4.06M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.12%
3 Industrials 11.03%
4 Healthcare 10.37%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$81K 0.02%
4,410
+2,000
202
$80K 0.02%
2,510
+1,000
203
$80K 0.02%
482
-20,239
204
$80K 0.02%
2,939
+6
205
$80K 0.02%
+5,032
206
$79K 0.02%
+500
207
$77K 0.02%
2,080
-252
208
$76K 0.02%
715
+155
209
$75K 0.02%
+3,229
210
$75K 0.02%
5,282
+5,269
211
$74K 0.02%
1,419
+879
212
$74K 0.02%
+481
213
$71K 0.02%
1,135
+581
214
$71K 0.02%
+4,590
215
$68K 0.02%
+237
216
$66K 0.02%
2,077
+1,348
217
$65K 0.02%
+9,287
218
$62K 0.02%
+1,112
219
$62K 0.02%
6,724
-876
220
$61K 0.02%
500
+200
221
$61K 0.02%
529
+495
222
$61K 0.02%
1,394
+1,237
223
$61K 0.02%
+475
224
$60K 0.02%
4,630
225
$59K 0.02%
26,960
7 8
9
10 11