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
351
$9K ﹤0.01%
+693
352
$9K ﹤0.01%
+292
353
$9K ﹤0.01%
+110
354
$9K ﹤0.01%
+850
355
$9K ﹤0.01%
+102
356
$8K ﹤0.01%
+80
357
$8K ﹤0.01%
+100
358
$8K ﹤0.01%
+145
359
$8K ﹤0.01%
+500
360
$7K ﹤0.01%
+65
361
$7K ﹤0.01%
+206
362
$7K ﹤0.01%
+1,000
363
$7K ﹤0.01%
+150
364
$7K ﹤0.01%
+33
365
$7K ﹤0.01%
+165
366
$7K ﹤0.01%
+550
367
$6K ﹤0.01%
+28
368
$6K ﹤0.01%
+500
369
$6K ﹤0.01%
+84
370
$6K ﹤0.01%
+79
371
$6K ﹤0.01%
+30
372
$6K ﹤0.01%
+1,000
373
$6K ﹤0.01%
+60
374
$6K ﹤0.01%
+43
375
$5K ﹤0.01%
+100
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