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
$319M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$2.82M
3
+$2.7M
4
IBM icon
IBM
IBM
+$2.66M
5
ABBV icon
AbbVie
ABBV
+$2.39M

Top Sells

1
+$2.72M
2
+$2.49M
3
+$2.23M
4
CNP icon
CenterPoint Energy
CNP
+$1.9M
5
BP icon
BP
BP
+$920K

Sector Composition

1 Healthcare 16.49%
2 Communication Services 15.76%
3 Consumer Staples 14.02%
4 Utilities 10.38%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K 0.01%
1,320
252
$24K 0.01%
+339
253
$24K 0.01%
213
-19
254
$24K 0.01%
1,590
255
$24K 0.01%
1,110
256
$23K 0.01%
200
+2
257
$23K 0.01%
963
-85,941
258
$23K 0.01%
575
259
$22K 0.01%
1,305
+105
260
$21K 0.01%
733
-19
261
$21K 0.01%
1,400
262
$21K 0.01%
1,075
263
$21K 0.01%
512
+3
264
$20K 0.01%
1,000
265
$20K 0.01%
385
266
$20K 0.01%
800
267
$20K 0.01%
775
+75
268
$19K 0.01%
642
269
$19K 0.01%
4,000
270
$19K 0.01%
300
271
$19K 0.01%
376
+2
272
$18K 0.01%
435
273
$18K 0.01%
565
274
$18K 0.01%
2,000
-240
275
$18K 0.01%
410
+3
9 10
11
12 13