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
$346M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.88M
3
+$2.88M
4
TTE icon
TotalEnergies
TTE
+$2.84M
5
DUK icon
Duke Energy
DUK
+$2.8M

Top Sells

1
+$2.9M
2
+$2.43M
3
+$2.39M
4
MRK icon
Merck
MRK
+$2.34M
5
TSM icon
TSMC
TSM
+$2.19M

Sector Composition

1 Healthcare 15.53%
2 Communication Services 14.71%
3 Consumer Staples 13.15%
4 Technology 10.66%
5 Utilities 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,496
252
– –
-885
253
– –
-5
254
– –
-500
255
– –
-17
256
– –
-1,161
257
– –
-1,457
258
– –
-325
259
– –
-148
260
– –
-4,549
261
– –
-25
262
– –
-866
263
– –
-644
264
– –
-651
265
– –
-1,511
266
– –
-660
267
– –
-1,452
268
– –
-667
269
– –
-85
270
– –
-1,689
271
– –
-773
272
– –
-3,522
273
– –
-1,810
274
– –
-249
275
– –
-230
9 10
11
12 13