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
$256M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11.9M
3
+$10.9M
4
SO icon
Southern Company
SO
+$10.7M
5
KMI icon
Kinder Morgan
KMI
+$9.97M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 16.12%
2 Energy 15.81%
3 Communication Services 14.77%
4 Consumer Staples 12.4%
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%
+145
417
$1K ﹤0.01%
+28
418
$1K ﹤0.01%
+5
419
$1K ﹤0.01%
+7
420
$1K ﹤0.01%
+6
421
$1K ﹤0.01%
+85
422
$1K ﹤0.01%
+100
423
$0 ﹤0.01%
+1
424
$0 ﹤0.01%
+3
425
$0 ﹤0.01%
+3
14 15 16
17
18