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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.04M
3
+$1.9M
4
PG icon
Procter & Gamble
PG
+$1.8M
5
EMR icon
Emerson Electric
EMR
+$1.79M

Top Sells

1
+$5.28M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.69M
5
TTE icon
TotalEnergies
TTE
+$1.62M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.45%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$15K 0.01%
1,000
302
$15K 0.01%
2,000
303
$15K 0.01%
150
-650
304
$15K 0.01%
832
+2
305
$15K 0.01%
713
306
$14K 0.01%
148
307
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200
308
$14K 0.01%
296
309
$14K 0.01%
127
310
$14K 0.01%
130
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$14K 0.01%
679
+2
312
$13K ﹤0.01%
200
313
$13K ﹤0.01%
667
314
$13K ﹤0.01%
402
+1
315
$13K ﹤0.01%
1,000
316
$13K ﹤0.01%
450
-400
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$13K ﹤0.01%
700
318
$12K ﹤0.01%
940
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$12K ﹤0.01%
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$12K ﹤0.01%
149
321
$12K ﹤0.01%
10
322
$12K ﹤0.01%
270
323
$11K ﹤0.01%
203
+2
324
$11K ﹤0.01%
200
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325
$11K ﹤0.01%
407
+4
11 12
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14 15