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
276
$25K 0.01%
+1,307
277
$25K 0.01%
+575
278
$25K 0.01%
+312
279
$25K 0.01%
+340
280
$25K 0.01%
+726
281
$24K 0.01%
+2,959
282
$23K 0.01%
+457
283
$23K 0.01%
+2,096
284
$23K 0.01%
+257
285
$23K 0.01%
+800
286
$22K 0.01%
+1,410
287
$21K 0.01%
+206
288
$21K 0.01%
+1,400
289
$21K 0.01%
+385
290
$21K 0.01%
+1,098
291
$21K 0.01%
+465
292
$20K 0.01%
+1,000
293
$20K 0.01%
+300
294
$20K 0.01%
+1,075
295
$19K 0.01%
+200
296
$19K 0.01%
+4,000
297
$19K 0.01%
+547
298
$19K 0.01%
+1,365
299
$18K 0.01%
+1,251
300
$18K 0.01%
+500
10 11
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