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
251
$35K 0.01%
+1,530
252
$34K 0.01%
+675
253
$34K 0.01%
+94
254
$34K 0.01%
+558
255
$34K 0.01%
+300
256
$33K 0.01%
+200
257
$33K 0.01%
+542
258
$33K 0.01%
+285
259
$32K 0.01%
+850
260
$32K 0.01%
+300
261
$32K 0.01%
+6,650
262
$31K 0.01%
+737
263
$30K 0.01%
+1,175
264
$30K 0.01%
+500
265
$29K 0.01%
+357
266
$29K 0.01%
+900
267
$28K 0.01%
+500
268
$28K 0.01%
+702
269
$28K 0.01%
+250
270
$28K 0.01%
+600
271
$27K 0.01%
+100
272
$27K 0.01%
+754
273
$26K 0.01%
+625
274
$25K 0.01%
+732
275
$25K 0.01%
+750
9 10
11
12 13