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

Top Buys

1
+$6.1M
2
+$4.66M
3
+$4.4M
4
ETN icon
Eaton
ETN
+$3.39M
5
GRMN icon
Garmin
GRMN
+$3.34M

Top Sells

1
+$6.76M
2
+$6.23M
3
+$6.04M
4
T icon
AT&T
T
+$4.12M
5
GLD icon
SPDR Gold Trust
GLD
+$3.52M

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
1
$17M 3.91%
100,048
2
$16.6M 3.81%
179,105
+1
3
$16.2M 3.71%
386,473
+25,815
4
$16M 3.67%
299,533
-31,322
5
$14.2M 3.26%
177,622
+32,229
6
$14.1M 3.23%
218,692
-34,596
7
$12.4M 2.85%
254,919
+24,006
8
$11.6M 2.66%
163,115
-24,474
9
$11.4M 2.61%
168,089
+90,161
10
$10.6M 2.44%
419,779
-162,454
11
$10.5M 2.42%
259,727
+4,648
12
$8.91M 2.05%
121,028
-27,019
13
$8.64M 1.98%
123,293
+47,664
14
$8.24M 1.89%
244,721
+24,467
15
$7.57M 1.74%
26,041
+2,794
16
$7.54M 1.73%
99,837
-1
17
$7.06M 1.62%
60,266
+5,872
18
$7.03M 1.61%
33,918
+1,793
19
$6.99M 1.6%
123,832
-18,092
20
$6.69M 1.54%
39,710
+2,089
21
$6.63M 1.52%
39,614
+1,756
22
$6.47M 1.48%
96,885
+21,613
23
$6.28M 1.44%
18,162
+12,732
24
$6.07M 1.39%
100,540
+3,540
25
$6.06M 1.39%
159,900
+19,704
1
2 3 4 5