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
326
$13K 0.01%
+330
327
$13K 0.01%
+185
328
$12K ﹤0.01%
+238
329
$12K ﹤0.01%
+300
330
$12K ﹤0.01%
+167
331
$12K ﹤0.01%
+127
332
$12K ﹤0.01%
+10
333
$12K ﹤0.01%
+500
334
$12K ﹤0.01%
+155
335
$11K ﹤0.01%
+991
336
$11K ﹤0.01%
+126
337
$11K ﹤0.01%
+1,000
338
$11K ﹤0.01%
+133
339
$10K ﹤0.01%
+1,500
340
$10K ﹤0.01%
+90
341
$10K ﹤0.01%
+190
342
$10K ﹤0.01%
+267
343
$10K ﹤0.01%
+250
344
$10K ﹤0.01%
+170
345
$10K ﹤0.01%
+220
346
$10K ﹤0.01%
+400
347
$9K ﹤0.01%
+235
348
$9K ﹤0.01%
+105
349
$9K ﹤0.01%
+150
350
$9K ﹤0.01%
+692
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