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
276
$27K 0.01%
820
+66
277
$26K 0.01%
500
278
$26K 0.01%
625
279
$26K 0.01%
1,500
+700
280
$25K 0.01%
457
281
$25K 0.01%
750
282
$25K 0.01%
288
-295
283
$25K 0.01%
575
284
$25K 0.01%
312
285
$25K 0.01%
340
286
$25K 0.01%
598
-139
287
$24K 0.01%
435
+180
288
$24K 0.01%
800
289
$23K 0.01%
257
290
$23K 0.01%
1,590
-1,430
291
$23K 0.01%
100
292
$22K 0.01%
+450
293
$22K 0.01%
2,959
294
$22K 0.01%
+500
295
$21K 0.01%
385
296
$20K 0.01%
642
-90
297
$20K 0.01%
300
298
$20K 0.01%
1,075
299
$19K 0.01%
+400
300
$18K 0.01%
1,000
10 11
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