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
251
$25K 0.01%
1,110
-22,444
252
$24K 0.01%
1,320
-195
253
$24K 0.01%
+216
254
$24K 0.01%
752
+1
255
$23K 0.01%
198
-3,921
256
$23K 0.01%
575
257
$23K 0.01%
+410
258
$23K 0.01%
2,240
259
$22K 0.01%
+670
260
$22K 0.01%
385
-2
261
$22K 0.01%
2,959
262
$22K 0.01%
+265
263
$22K 0.01%
1,590
264
$22K 0.01%
728
+2
265
$21K 0.01%
232
+1
266
$21K 0.01%
385
267
$20K 0.01%
246
+161
268
$20K 0.01%
1,075
269
$20K 0.01%
156
270
$20K 0.01%
374
+2
271
$20K 0.01%
800
272
$20K 0.01%
1,200
273
$19K 0.01%
1,000
274
$19K 0.01%
565
-5
275
$18K 0.01%
700
9 10
11
12 13