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
326
$10K ﹤0.01%
300
327
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100
328
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167
329
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315
+3
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300
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374
-633
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400
333
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335
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991
336
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100
-1,035
337
$9K ﹤0.01%
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338
$9K ﹤0.01%
692
339
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324
+22
340
$9K ﹤0.01%
918
341
$9K ﹤0.01%
80
342
$9K ﹤0.01%
+514
343
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550
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$9K ﹤0.01%
+224
345
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65
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$8K ﹤0.01%
200
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$8K ﹤0.01%
100
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$8K ﹤0.01%
500
349
$8K ﹤0.01%
43
350
$8K ﹤0.01%
131
12 13
14
15 16