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
301
$18K 0.01%
+360
302
$18K 0.01%
+275
303
$17K 0.01%
+200
304
$17K 0.01%
+625
305
$17K 0.01%
+197
306
$16K 0.01%
+300
307
$16K 0.01%
+825
308
$15K 0.01%
+1,500
309
$15K 0.01%
+140
310
$15K 0.01%
+860
311
$15K 0.01%
+800
312
$15K 0.01%
+200
313
$15K 0.01%
+2,000
314
$15K 0.01%
+360
315
$14K 0.01%
+148
316
$14K 0.01%
+1,000
317
$14K 0.01%
+240
318
$14K 0.01%
+400
319
$14K 0.01%
+130
320
$14K 0.01%
+634
321
$14K 0.01%
+623
322
$14K 0.01%
+1,000
323
$14K 0.01%
+180
324
$13K 0.01%
+667
325
$13K 0.01%
+255
11 12
13
14 15