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
$288M
AUM Growth
+$22.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$2.91M
3
+$2.79M
4
ABBV icon
AbbVie
ABBV
+$2.78M
5
IBM icon
IBM
IBM
+$2.77M

Top Sells

1
+$3.51M
2
+$2.91M
3
+$2.84M
4
PNW icon
Pinnacle West Capital
PNW
+$2.84M
5
GE icon
GE Aerospace
GE
+$2.71M

Sector Composition

1 Communication Services 16.18%
2 Consumer Staples 14.93%
3 Healthcare 12.54%
4 Utilities 11.44%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
40
377
$2K ﹤0.01%
56
+1
378
$1K ﹤0.01%
513
379
$1K ﹤0.01%
5,000
380
$1K ﹤0.01%
17
381
$1K ﹤0.01%
45
382
$1K ﹤0.01%
100
383
$1K ﹤0.01%
100
384
$1K ﹤0.01%
+75
385
– –
-374
386
$0 ﹤0.01%
+80
387
– –
-7,042
388
– –
-200
389
– –
-500
390
$0 ﹤0.01%
+100
391
– –
-511
392
$0 ﹤0.01%
+1
393
– –
-10,299
394
$0 ﹤0.01%
+1
395
– –
-750
396
– –
-371
397
– –
-24,150
398
$0 ﹤0.01%
20
399
– –
-184
400
– –
-223
14 15
16
17 18