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
$319M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$2.82M
3
+$2.7M
4
IBM icon
IBM
IBM
+$2.66M
5
ABBV icon
AbbVie
ABBV
+$2.39M

Top Sells

1
+$2.72M
2
+$2.49M
3
+$2.23M
4
CNP icon
CenterPoint Energy
CNP
+$1.9M
5
BP icon
BP
BP
+$920K

Sector Composition

1 Healthcare 16.49%
2 Communication Services 15.76%
3 Consumer Staples 14.02%
4 Utilities 10.38%
5 Technology 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
15
352
$3K ﹤0.01%
200
-1,600
353
$3K ﹤0.01%
693
354
$3K ﹤0.01%
125
-90
355
$3K ﹤0.01%
237
-293
356
$3K ﹤0.01%
59
357
$3K ﹤0.01%
56
358
$2K ﹤0.01%
200
359
$2K ﹤0.01%
90
360
$1K ﹤0.01%
82
+2
361
$1K ﹤0.01%
17
362
$1K ﹤0.01%
100
363
$1K ﹤0.01%
45
364
$1K ﹤0.01%
+35
365
$1K ﹤0.01%
+35
366
$1K ﹤0.01%
100
367
$1K ﹤0.01%
100
368
$1K ﹤0.01%
513
369
$1K ﹤0.01%
+22
370
$1K ﹤0.01%
75
371
– –
-5,100
372
$0 ﹤0.01%
1
-555
373
$0 ﹤0.01%
26
374
– –
-145
375
– –
-343
13 14
15
16 17