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
$261M
AUM Growth
+$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.49M
3
+$1.42M
4
PFE icon
Pfizer
PFE
+$1.39M
5
INTC icon
Intel
INTC
+$1.23M

Top Sells

1
+$2.08M
2
+$1.97M
3
+$1.91M
4
TGT icon
Target
TGT
+$1.74M
5
PPL icon
PPL Corp
PPL
+$1.67M

Sector Composition

1 Energy 15.81%
2 Communication Services 15.2%
3 Utilities 14.55%
4 Consumer Staples 10.71%
5 Healthcare 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
66
402
$4K ﹤0.01%
76
403
$4K ﹤0.01%
+700
404
$4K ﹤0.01%
80
405
$4K ﹤0.01%
+100
406
$3K ﹤0.01%
+84
407
$3K ﹤0.01%
50
408
$3K ﹤0.01%
41
409
$3K ﹤0.01%
56
410
$2K ﹤0.01%
125
+75
411
$2K ﹤0.01%
47
412
$2K ﹤0.01%
371
413
$2K ﹤0.01%
+20
414
$2K ﹤0.01%
+100
415
$2K ﹤0.01%
145
416
$2K ﹤0.01%
+500
417
$2K ﹤0.01%
55
418
$2K ﹤0.01%
110
419
$2K ﹤0.01%
5,000
420
$1K ﹤0.01%
+74
421
$1K ﹤0.01%
17
422
$1K ﹤0.01%
60
423
$1K ﹤0.01%
18
+1
424
$1K ﹤0.01%
+51
425
$1K ﹤0.01%
100
15 16
17
18 19