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
$261M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.49M
3
+$1.42M
4
PFE icon
Pfizer
PFE
+$1.39M
5
INTC icon
Intel
INTC
+$1.23M

Top Sells

1
+$2.08M
2
+$1.97M
3
+$1.91M
4
TGT icon
Target
TGT
+$1.74M
5
PPL icon
PPL Corp
PPL
+$1.67M

Sector Composition

1 Energy 15.81%
2 Communication Services 15.2%
3 Utilities 14.55%
4 Consumer Staples 10.71%
5 Healthcare 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.02%
630
+4
227
$47K 0.02%
3,038
228
$47K 0.02%
3,527
+13
229
$46K 0.02%
1,105
-320
230
$46K 0.02%
1,081
-199
231
$45K 0.02%
1,317
232
$45K 0.02%
1,320
+300
233
$44K 0.02%
597
234
$43K 0.02%
124
+30
235
$43K 0.02%
454
236
$42K 0.02%
880
237
$42K 0.02%
710
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238
$42K 0.02%
781
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239
$42K 0.02%
3,000
240
$41K 0.02%
1,600
241
$39K 0.02%
660
242
$39K 0.02%
500
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243
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660
244
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245
$39K 0.02%
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246
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247
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248
$38K 0.01%
400
249
$36K 0.01%
787
250
$36K 0.01%
2,629
+1,378
8 9
10
11 12