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
276
$18K 0.01%
642
277
$18K 0.01%
435
278
$18K 0.01%
4,000
279
$18K 0.01%
1,400
280
$18K 0.01%
300
281
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407
+4
282
$18K 0.01%
625
283
$18K 0.01%
509
+3
284
$17K 0.01%
385
-90
285
$17K 0.01%
+1,380
286
$17K 0.01%
150
287
$17K 0.01%
1,125
288
$16K 0.01%
222
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289
$16K 0.01%
2,000
290
$15K 0.01%
148
291
$15K 0.01%
200
292
$14K ﹤0.01%
403
+1
293
$14K ﹤0.01%
133
294
$14K ﹤0.01%
130
295
$14K ﹤0.01%
200
296
$14K ﹤0.01%
1,000
297
$14K ﹤0.01%
620
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298
$13K ﹤0.01%
940
299
$13K ﹤0.01%
667
300
$13K ﹤0.01%
1,000
10 11
12
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