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
$254M
AUM Growth
-$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$2.97M
3
+$1.74M
4
PM icon
Philip Morris
PM
+$1.54M
5
SNY icon
Sanofi
SNY
+$1.36M

Top Sells

1
+$12.3M
2
+$1.67M
3
+$1.63M
4
GRMN icon
Garmin
GRMN
+$1.49M
5
PPL icon
PPL Corp
PPL
+$1.22M

Sector Composition

1 Utilities 14.88%
2 Communication Services 14.09%
3 Consumer Staples 13.23%
4 Energy 13.09%
5 Healthcare 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
302
352
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301
+283
353
$8K ﹤0.01%
65
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100
-60
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100
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145
357
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43
358
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105
359
$8K ﹤0.01%
267
360
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250
361
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+83
362
$8K ﹤0.01%
80
363
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500
364
$7K ﹤0.01%
145
365
$7K ﹤0.01%
500
366
$7K ﹤0.01%
160
367
$7K ﹤0.01%
99
368
$7K ﹤0.01%
+131
369
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900
370
$7K ﹤0.01%
+248
371
$6K ﹤0.01%
79
372
$6K ﹤0.01%
84
373
$6K ﹤0.01%
206
374
$6K ﹤0.01%
150
375
$5K ﹤0.01%
25
-5
13 14
15
16 17