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
451
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-634
452
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-850
453
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-500
454
– –
-875
455
$0 ﹤0.01%
3
456
$0 ﹤0.01%
1
457
– –
-28
458
$0 ﹤0.01%
1,700
459
– –
-31,825
460
– –
-2,264
461
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-7
462
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463
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0
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465
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466
$0 ﹤0.01%
+5
467
– –
-240
468
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-1,000
469
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-292
470
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-1,000
471
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-122
472
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-135
473
– –
-547
474
$0 ﹤0.01%
5
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