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
$375M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
364
New
Increased
Reduced
Closed

Top Buys

1
+$3.89M
2
+$3.15M
3
+$2.97M
4
CSCO icon
Cisco
CSCO
+$2.8M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$2.21M

Top Sells

1
+$3.71M
2
+$3.41M
3
+$3.03M
4
SNY icon
Sanofi
SNY
+$2.93M
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
1
$16.2M 4.31%
137,572
-4,110
2
$15.9M 4.25%
557,981
+12,692
3
$14.6M 3.89%
326,390
+14,669
4
$14.1M 3.77%
294,841
+11,995
5
$13.5M 3.6%
299,122
+22,118
6
$13.4M 3.57%
248,198
+58,411
7
$12.5M 3.34%
100,000
8
$12.2M 3.25%
223,571
+3,061
9
$11.9M 3.19%
240,608
+59,922
10
$11.7M 3.12%
302,335
+26,568
11
$11.6M 3.09%
363,520
+35,269
12
$10M 2.67%
68,095
-3,020
13
$9.63M 2.57%
267,488
-2,632
14
$9.38M 2.51%
299,832
+89,510
15
$8.41M 2.25%
115,988
+5,271
16
$7.06M 1.89%
58,922
-28,448
17
$6.92M 1.85%
144,437
-61,243
18
$6.52M 1.74%
56,445
+1,488
19
$6.45M 1.72%
42,097
+7,768
20
$5.46M 1.46%
27,594
+6,163
21
$5.36M 1.43%
89,964
-6,765
22
$5.11M 1.37%
38,648
+1,932
23
$5.04M 1.34%
46,876
-34,491
24
$4.89M 1.31%
31,907
+1,397
25
$4.87M 1.3%
58,235
-1,255
1
2 3 4 5