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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.04M
3
+$1.9M
4
PG icon
Procter & Gamble
PG
+$1.8M
5
EMR icon
Emerson Electric
EMR
+$1.79M

Top Sells

1
+$5.28M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.69M
5
TTE icon
TotalEnergies
TTE
+$1.62M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.45%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3K ﹤0.01%
693
377
$3K ﹤0.01%
50
378
$3K ﹤0.01%
90
379
$3K ﹤0.01%
39
-60
380
$3K ﹤0.01%
66
381
$2K ﹤0.01%
200
-700
382
$2K ﹤0.01%
371
383
$2K ﹤0.01%
40
-20
384
$2K ﹤0.01%
90
385
$2K ﹤0.01%
55
386
$2K ﹤0.01%
80
387
$1K ﹤0.01%
5
388
$1K ﹤0.01%
17
389
$1K ﹤0.01%
45
390
$1K ﹤0.01%
20
391
$1K ﹤0.01%
51
392
$1K ﹤0.01%
100
393
$1K ﹤0.01%
+157
394
$1K ﹤0.01%
7
395
$1K ﹤0.01%
513
+8
396
$1K ﹤0.01%
100
397
$1K ﹤0.01%
5,000
398
$1K ﹤0.01%
100
399
– –
-84
400
– –
-31,703
14 15
16
17 18