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
$256M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.9M
3
+$10.9M
4
SO icon
Southern Company
SO
+$10.7M
5
KMI icon
Kinder Morgan
KMI
+$9.97M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 16.12%
2 Energy 15.81%
3 Communication Services 14.77%
4 Consumer Staples 12.4%
5 Healthcare 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13K 0.01%
+330
327
$13K 0.01%
+185
328
$12K ﹤0.01%
+127
329
$12K ﹤0.01%
+10
330
$12K ﹤0.01%
+500
331
$12K ﹤0.01%
+155
332
$12K ﹤0.01%
+238
333
$12K ﹤0.01%
+300
334
$12K ﹤0.01%
+167
335
$11K ﹤0.01%
+126
336
$11K ﹤0.01%
+1,000
337
$11K ﹤0.01%
+133
338
$11K ﹤0.01%
+991
339
$10K ﹤0.01%
+500
340
$10K ﹤0.01%
+267
341
$10K ﹤0.01%
+170
342
$10K ﹤0.01%
+220
343
$10K ﹤0.01%
+400
344
$10K ﹤0.01%
+90
345
$10K ﹤0.01%
+190
346
$10K ﹤0.01%
+250
347
$9K ﹤0.01%
+235
348
$9K ﹤0.01%
+105
349
$9K ﹤0.01%
+150
350
$9K ﹤0.01%
+692
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