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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-32
452
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-634
453
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-850
454
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-500
455
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-875
456
$0 ﹤0.01%
3
457
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1
458
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-28
459
$0 ﹤0.01%
1,700
460
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-31,825
461
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-2,264
462
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-7
463
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0
464
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465
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466
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-1,000
467
– –
-547
468
$0 ﹤0.01%
5
469
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470
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471
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-3
472
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-150
473
$0 ﹤0.01%
12
-4,146
474
– –
-19
15 16 17 18
19