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
$396M
AUM Growth
-$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$5.05M
3
+$4.86M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$3.94M
5
ABBV icon
AbbVie
ABBV
+$3.79M

Top Sells

1
+$12.2M
2
+$5.11M
3
+$4.76M
4
CSCO icon
Cisco
CSCO
+$4.57M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$4.52M

Sector Composition

1 Industrials 13.25%
2 Communication Services 13.05%
3 Technology 12.51%
4 Healthcare 10.68%
5 Utilities 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27M 6.82%
221,959
-999
2
$15.1M 3.81%
253,817
-24,725
3
$13.8M 3.48%
153,143
-15,533
4
$13.2M 3.34%
141,047
5
$11.5M 2.91%
387,058
-44,615
6
$11.2M 2.82%
233,685
-16,733
7
$10M 2.53%
164,821
-6,808
8
$9.67M 2.44%
121,192
-12,448
9
$9.15M 2.31%
187,381
-93,496
10
$9.15M 2.31%
95,400
-13,057
11
$8.79M 2.22%
158,284
-11,552
12
$8.67M 2.19%
104,135
-12,302
13
$8.48M 2.14%
130,384
-7,224
14
$8.17M 2.06%
115,951
-8,586
15
$7.25M 1.83%
49,638
-5,156
16
$6.82M 1.72%
29,277
-4,013
17
$6.79M 1.72%
77,289
-10,381
18
$6.29M 1.59%
+333,446
19
$6.09M 1.54%
31,433
-6,409
20
$5.95M 1.5%
33,219
-3,427
21
$5.91M 1.49%
19,521
-3,011
22
$5.87M 1.48%
64,899
-9,418
23
$5.79M 1.46%
15,160
-2,113
24
$5.61M 1.42%
69,884
-5,138
25
$5.43M 1.37%
17,565
-4,850
1
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