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
426
$1K ﹤0.01%
5
427
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428
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429
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85
431
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100
432
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+100
433
– –
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434
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435
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-2,668
437
$0 ﹤0.01%
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