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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.91M
3
+$2.79M
4
ABBV icon
AbbVie
ABBV
+$2.78M
5
IBM icon
IBM
IBM
+$2.77M

Top Sells

1
+$3.51M
2
+$2.91M
3
+$2.84M
4
PNW icon
Pinnacle West Capital
PNW
+$2.84M
5
GE icon
GE Aerospace
GE
+$2.71M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.93%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$9K ﹤0.01%
235
-135
327
$9K ﹤0.01%
692
328
$9K ﹤0.01%
+200
329
$9K ﹤0.01%
100
330
$9K ﹤0.01%
348
+100
331
$9K ﹤0.01%
550
332
$9K ﹤0.01%
43
333
$9K ﹤0.01%
918
334
$9K ﹤0.01%
267
335
$9K ﹤0.01%
80
336
$8K ﹤0.01%
131
337
$8K ﹤0.01%
326
+2
338
$8K ﹤0.01%
300
-10,447
339
$8K ﹤0.01%
+120
340
$8K ﹤0.01%
84
+1
341
$8K ﹤0.01%
204
+1
342
$8K ﹤0.01%
100
343
$8K ﹤0.01%
101
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344
$8K ﹤0.01%
713
345
$7K ﹤0.01%
505
-1,408
346
$7K ﹤0.01%
140
347
$7K ﹤0.01%
530
+16
348
$7K ﹤0.01%
200
349
$7K ﹤0.01%
500
350
$6K ﹤0.01%
145
-3,463
12 13
14
15 16