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
251
$36K 0.01%
400
+298
252
$35K 0.01%
1,200
253
$35K 0.01%
924
+844
254
$35K 0.01%
1,021
-83
255
$35K 0.01%
500
256
$34K 0.01%
200
257
$34K 0.01%
602
258
$34K 0.01%
1,465
259
$34K 0.01%
350
+50
260
$33K 0.01%
1,910
+500
261
$33K 0.01%
558
262
$33K 0.01%
285
263
$32K 0.01%
+1,350
264
$31K 0.01%
276
+26
265
$31K 0.01%
850
266
$31K 0.01%
900
267
$31K 0.01%
1,175
268
$30K 0.01%
266
269
$30K 0.01%
542
270
$29K 0.01%
600
271
$29K 0.01%
277
+150
272
$29K 0.01%
2,592
273
$28K 0.01%
+489
274
$28K 0.01%
505
-4,422
275
$27K 0.01%
702
9 10
11
12 13