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
376
$5K ﹤0.01%
+160
377
$5K ﹤0.01%
+84
378
$5K ﹤0.01%
+91
379
$5K ﹤0.01%
+75
380
$5K ﹤0.01%
+500
381
$5K ﹤0.01%
+500
382
$5K ﹤0.01%
+210
383
$4K ﹤0.01%
+58
384
$4K ﹤0.01%
+231
385
$4K ﹤0.01%
+114
386
$4K ﹤0.01%
+122
387
$4K ﹤0.01%
+58
388
$4K ﹤0.01%
+62
389
$4K ﹤0.01%
+90
390
$4K ﹤0.01%
+76
391
$4K ﹤0.01%
+80
392
$4K ﹤0.01%
+5,000
393
$3K ﹤0.01%
+80
394
$3K ﹤0.01%
+371
395
$3K ﹤0.01%
+50
396
$3K ﹤0.01%
+32
397
$3K ﹤0.01%
+41
398
$3K ﹤0.01%
+66
399
$3K ﹤0.01%
+39
400
$3K ﹤0.01%
+56
14 15
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