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
$256M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.6M
3
+$10.4M
4
KMI icon
Kinder Morgan
KMI
+$10.1M
5
SO icon
Southern Company
SO
+$9.94M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 16.12%
2 Energy 15.81%
3 Communication Services 14.77%
4 Consumer Staples 12.37%
5 Healthcare 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.02%
+1,610
227
$43K 0.02%
+3,000
228
$43K 0.02%
+1,800
229
$43K 0.02%
+787
230
$42K 0.02%
+880
231
$42K 0.02%
+454
232
$42K 0.02%
+1,020
233
$42K 0.02%
+1,600
234
$40K 0.02%
+660
235
$40K 0.02%
+787
236
$40K 0.02%
+626
237
$40K 0.02%
+400
238
$39K 0.02%
+480
239
$39K 0.02%
+660
240
$39K 0.02%
+597
241
$38K 0.01%
+800
242
$38K 0.01%
+2,592
243
$37K 0.01%
+1,200
244
$37K 0.01%
+1,317
245
$37K 0.01%
+266
246
$37K 0.01%
+500
247
$37K 0.01%
+602
248
$37K 0.01%
+1,104
249
$35K 0.01%
+1,137
250
$35K 0.01%
+1,465
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