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

Top Buys

1
+$1.88M
2
+$1.56M
3
+$1.48M
4
PFE icon
Pfizer
PFE
+$1.43M
5
INTC icon
Intel
INTC
+$1.3M

Top Sells

1
+$2.08M
2
+$1.79M
3
+$1.78M
4
PPL icon
PPL Corp
PPL
+$1.77M
5
TGT icon
Target
TGT
+$1.73M

Sector Composition

1 Energy 15.81%
2 Communication Services 15.2%
3 Utilities 14.55%
4 Consumer Staples 10.74%
5 Healthcare 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$4K ﹤0.01%
58
402
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403
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62
404
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80
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+100
406
$3K ﹤0.01%
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+500
415
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417
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5,000
418
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125
+75
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371
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17
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422
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18
+1
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+51
424
$1K ﹤0.01%
100
425
$1K ﹤0.01%
5
15 16
17
18 19