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
401
$2K ﹤0.01%
+47
402
$2K ﹤0.01%
+232
403
$2K ﹤0.01%
+26
404
$2K ﹤0.01%
+300
405
$2K ﹤0.01%
+135
406
$2K ﹤0.01%
+49
407
$2K ﹤0.01%
+145
408
$2K ﹤0.01%
+55
409
$2K ﹤0.01%
+110
410
$1K ﹤0.01%
+17
411
$1K ﹤0.01%
+60
412
$1K ﹤0.01%
+50
413
$1K ﹤0.01%
+17
414
$1K ﹤0.01%
+100
415
$1K ﹤0.01%
+19
416
$1K ﹤0.01%
+5
417
$1K ﹤0.01%
+7
418
$1K ﹤0.01%
+145
419
$1K ﹤0.01%
+6
420
$1K ﹤0.01%
+85
421
$1K ﹤0.01%
+28
422
$1K ﹤0.01%
+100
423
$0 ﹤0.01%
+1
424
$0 ﹤0.01%
+1
425
$0 ﹤0.01%
+3
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