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
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$2.97M
3
+$1.74M
4
PM icon
Philip Morris
PM
+$1.54M
5
SNY icon
Sanofi
SNY
+$1.36M

Top Sells

1
+$12.3M
2
+$1.67M
3
+$1.63M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.22M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.23%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16K 0.01%
200
302
$16K 0.01%
+235
303
$16K 0.01%
+370
304
$16K 0.01%
+825
305
$15K 0.01%
300
306
$15K 0.01%
+570
307
$15K 0.01%
1,400
308
$15K 0.01%
700
309
$15K 0.01%
+132
310
$14K 0.01%
623
311
$14K 0.01%
1,000
312
$14K 0.01%
370
313
$14K 0.01%
200
314
$14K 0.01%
330
315
$14K 0.01%
296
-760
316
$13K 0.01%
667
317
$13K 0.01%
148
318
$13K 0.01%
130
319
$13K 0.01%
+205
320
$13K 0.01%
44
-80
321
$13K 0.01%
1,000
322
$13K 0.01%
403
+3
323
$12K ﹤0.01%
500
324
$12K ﹤0.01%
127
-150
325
$12K ﹤0.01%
750
11 12
13
14 15