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
26
$2.69M 1.03%
24,245
+3,997
27
$2.64M 1.01%
33,047
+2,471
28
$2.52M 0.96%
23,985
+4,150
29
$2.45M 0.94%
15,975
+2,757
30
$2.3M 0.88%
18,414
+1,450
31
$2.21M 0.85%
41,230
+12,802
32
$2.21M 0.85%
50,000
+1,580
33
$2.15M 0.82%
134,450
+6,900
34
$2.09M 0.8%
15,094
+4,735
35
$1.9M 0.73%
29,821
-30,102
36
$1.84M 0.71%
19,384
-3,258
37
$1.77M 0.68%
31,092
+101
38
$1.72M 0.66%
72,915
-12,624
39
$1.71M 0.66%
62,368
+3,568
40
$1.66M 0.64%
22,235
+2,145
41
$1.59M 0.61%
48,180
+1,814
42
$1.56M 0.6%
20,415
+1,756
43
$1.55M 0.6%
81,653
+3,757
44
$1.49M 0.57%
+33,916
45
$1.44M 0.55%
21,433
+3,941
46
$1.41M 0.54%
109,618
-8,852
47
$1.27M 0.49%
8,164
-696
48
$1.2M 0.46%
22,172
-4,406
49
$1.2M 0.46%
44,840
+8,721
50
$1.09M 0.42%
4,850
+2,027
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