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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.91M
3
+$2.79M
4
ABBV icon
AbbVie
ABBV
+$2.78M
5
IBM icon
IBM
IBM
+$2.77M

Top Sells

1
+$3.51M
2
+$2.91M
3
+$2.84M
4
PNW icon
Pinnacle West Capital
PNW
+$2.84M
5
GE icon
GE Aerospace
GE
+$2.71M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.93%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.01%
900
227
$35K 0.01%
301
228
$35K 0.01%
2,566
229
$35K 0.01%
1,069
+135
230
$34K 0.01%
1,465
231
$34K 0.01%
99
232
$34K 0.01%
702
233
$33K 0.01%
1,580
-4,575
234
$33K 0.01%
915
+1
235
$33K 0.01%
687
236
$33K 0.01%
500
237
$32K 0.01%
516
-263
238
$31K 0.01%
556
-41
239
$30K 0.01%
3,000
240
$30K 0.01%
542
241
$29K 0.01%
+240
242
$29K 0.01%
457
243
$29K 0.01%
510
244
$28K 0.01%
1,200
245
$28K 0.01%
1,578
-91
246
$27K 0.01%
400
247
$27K 0.01%
1,000
248
$26K 0.01%
466
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249
$25K 0.01%
+585
250
$25K 0.01%
1,800
-400
8 9
10
11 12