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
376
$6K ﹤0.01%
+140
377
$6K ﹤0.01%
30
378
$6K ﹤0.01%
84
379
$6K ﹤0.01%
693
380
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+50
381
$6K ﹤0.01%
+162
382
$6K ﹤0.01%
33
383
$6K ﹤0.01%
+150
384
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160
-305
385
$6K ﹤0.01%
165
386
$5K ﹤0.01%
500
387
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100
388
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84
389
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231
390
$5K ﹤0.01%
94
-906
391
$5K ﹤0.01%
114
392
$5K ﹤0.01%
91
393
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75
394
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500
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42
+40
396
$5K ﹤0.01%
210
397
$4K ﹤0.01%
58
398
$4K ﹤0.01%
58
399
$4K ﹤0.01%
62
400
$4K ﹤0.01%
90
14 15
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