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
$302M
AUM Growth
+$49.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.44M
3
+$3.2M
4
MMM icon
3M
MMM
+$2.83M
5
ADBE icon
Adobe
ADBE
+$2.73M

Top Sells

1
+$12.3M
2
+$2.87M
3
+$2.46M
4
MCD icon
McDonald's
MCD
+$1.72M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$402K

Sector Composition

1 Healthcare 14.69%
2 Utilities 12.6%
3 Communication Services 12.12%
4 Technology 12.07%
5 Consumer Discretionary 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.3M 8.05%
792,296
-399,962
2
$13.1M 4.33%
212,600
+55,904
3
$12.5M 4.13%
228,443
+5,005
4
$11.7M 3.86%
142,230
+2,970
5
$8.93M 2.95%
215,808
+5,912
6
$8.9M 2.94%
43,457
+1,538
7
$8.76M 2.9%
117,548
+1,912
8
$8.46M 2.8%
87,051
+1,735
9
$7.1M 2.35%
36,640
+2,031
10
$6.99M 2.32%
28,186
+2,206
11
$6.79M 2.25%
47,140
+2,160
12
$6.74M 2.23%
22,111
+2,507
13
$6.52M 2.16%
54,376
+22,198
14
$5.82M 1.93%
76,567
+1,245
15
$5.81M 1.92%
63,800
+3,604
16
$5.54M 1.83%
330,395
+9,278
17
$5.4M 1.79%
65,583
+610
18
$5.08M 1.68%
57,622
+5,178
19
$5.06M 1.68%
29,522
+3,174
20
$5.01M 1.66%
13,908
+290
21
$4.86M 1.61%
11,041
+6,205
22
$4.83M 1.6%
66,980
+1,400
23
$4.66M 1.54%
78,108
+1,604
24
$4.63M 1.53%
24,114
+1,989
25
$4.59M 1.52%
77,256
+1,259
1
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