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
$261M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$1.56M
3
+$1.48M
4
PFE icon
Pfizer
PFE
+$1.43M
5
INTC icon
Intel
INTC
+$1.3M

Top Sells

1
+$2.08M
2
+$1.79M
3
+$1.78M
4
PPL icon
PPL Corp
PPL
+$1.77M
5
TGT icon
Target
TGT
+$1.73M

Sector Composition

1 Energy 15.81%
2 Communication Services 15.2%
3 Utilities 14.55%
4 Consumer Staples 10.74%
5 Healthcare 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K 0.01%
300
-500
327
$14K 0.01%
1,000
328
$13K 0.01%
667
329
$13K 0.01%
+559
330
$13K 0.01%
+200
331
$13K 0.01%
1,000
332
$13K 0.01%
+750
333
$13K 0.01%
675
-423
334
$13K 0.01%
145
-52
335
$12K ﹤0.01%
400
336
$12K ﹤0.01%
133
337
$12K ﹤0.01%
+210
338
$12K ﹤0.01%
10
339
$12K ﹤0.01%
155
340
$12K ﹤0.01%
180
341
$11K ﹤0.01%
991
342
$11K ﹤0.01%
300
343
$11K ﹤0.01%
1,000
344
$11K ﹤0.01%
500
345
$11K ﹤0.01%
167
346
$11K ﹤0.01%
270
-90
347
$10K ﹤0.01%
90
348
$10K ﹤0.01%
500
349
$10K ﹤0.01%
692
350
$10K ﹤0.01%
+260
12 13
14
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