BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.04M
3
+$1.9M
4
PG icon
Procter & Gamble
PG
+$1.8M
5
EMR icon
Emerson Electric
EMR
+$1.79M

Top Sells

1
+$5.28M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.69M
5
TTE icon
TotalEnergies
TTE
+$1.62M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.45%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.02%
+270
227
$40K 0.02%
+635
228
$39K 0.01%
660
229
$39K 0.01%
600
-185
230
$38K 0.01%
1,175
231
$38K 0.01%
+2,247
232
$37K 0.01%
687
233
$37K 0.01%
841
-1,095
234
$37K 0.01%
597
235
$36K 0.01%
450
-135
236
$36K 0.01%
1,125
237
$35K 0.01%
400
238
$34K 0.01%
914
+33
239
$34K 0.01%
266
240
$34K 0.01%
510
241
$34K 0.01%
301
-49
242
$34K 0.01%
99
+55
243
$33K 0.01%
702
244
$33K 0.01%
1,465
245
$32K 0.01%
1,913
+1
246
$32K 0.01%
934
247
$31K 0.01%
3,000
248
$31K 0.01%
404
249
$30K 0.01%
+511
250
$30K 0.01%
2,200
8 9
10
11 12