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

Top Buys

1
+$1.84M
2
+$1.49M
3
+$1.42M
4
PFE icon
Pfizer
PFE
+$1.39M
5
INTC icon
Intel
INTC
+$1.23M

Top Sells

1
+$2.08M
2
+$1.97M
3
+$1.91M
4
TGT icon
Target
TGT
+$1.74M
5
PPL icon
PPL Corp
PPL
+$1.67M

Sector Composition

1 Energy 15.81%
2 Communication Services 15.2%
3 Utilities 14.55%
4 Consumer Staples 10.71%
5 Healthcare 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10K ﹤0.01%
250
352
$10K ﹤0.01%
+260
353
$10K ﹤0.01%
+200
354
$10K ﹤0.01%
400
355
$9K ﹤0.01%
224
-14
356
$9K ﹤0.01%
900
-600
357
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+302
358
$9K ﹤0.01%
80
359
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220
360
$9K ﹤0.01%
+131
361
$9K ﹤0.01%
100
362
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99
+60
363
$8K ﹤0.01%
105
364
$8K ﹤0.01%
+400
365
$8K ﹤0.01%
267
366
$8K ﹤0.01%
+250
367
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+65
368
$8K ﹤0.01%
101
+75
369
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+100
370
$8K ﹤0.01%
145
371
$8K ﹤0.01%
500
372
$8K ﹤0.01%
550
373
$8K ﹤0.01%
43
374
$7K ﹤0.01%
79
375
$6K ﹤0.01%
206
13 14
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