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
301
$18K 0.01%
207
+1
302
$18K 0.01%
4,000
303
$18K 0.01%
1,400
304
$17K 0.01%
1,365
305
$17K 0.01%
160
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306
$17K 0.01%
+400
307
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623
308
$16K 0.01%
200
309
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370
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310
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200
311
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275
312
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313
$16K 0.01%
625
314
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140
315
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330
316
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500
317
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300
318
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830
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319
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322
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148
323
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860
324
$14K 0.01%
130
325
$14K 0.01%
300
-500
11 12
13
14 15