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
376
$5K ﹤0.01%
114
377
$5K ﹤0.01%
91
378
$5K ﹤0.01%
500
379
$5K ﹤0.01%
33
380
$5K ﹤0.01%
165
381
$5K ﹤0.01%
213
+3
382
$5K ﹤0.01%
500
383
$5K ﹤0.01%
100
384
$4K ﹤0.01%
130
-94
385
$4K ﹤0.01%
58
386
$4K ﹤0.01%
231
387
$4K ﹤0.01%
84
388
$4K ﹤0.01%
693
389
$4K ﹤0.01%
75
390
$4K ﹤0.01%
76
391
$3K ﹤0.01%
+20
392
$3K ﹤0.01%
60
-600
393
$3K ﹤0.01%
50
394
$3K ﹤0.01%
58
395
$3K ﹤0.01%
90
396
$3K ﹤0.01%
66
397
$3K ﹤0.01%
56
398
$3K ﹤0.01%
80
399
$3K ﹤0.01%
+37
400
$2K ﹤0.01%
+75
14 15
16
17 18