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
51
$1.09M 0.42%
19,552
-2,389
52
$1.08M 0.41%
17,208
+8,563
53
$1.06M 0.41%
19,602
+111
54
$994K 0.38%
36,403
+2,595
55
$950K 0.36%
34,593
-11,760
56
$939K 0.36%
29,764
+11,684
57
$934K 0.36%
15,372
+444
58
$924K 0.35%
11,110
+128
59
$886K 0.34%
23,337
+10,540
60
$773K 0.3%
9,257
-23,545
61
$742K 0.28%
+7,445
62
$732K 0.28%
14,217
+7,011
63
$717K 0.27%
7,433
-921
64
$643K 0.25%
9,105
-372
65
$632K 0.24%
3,401
+2
66
$625K 0.24%
19,281
-87
67
$535K 0.21%
18,004
-3,596
68
$517K 0.2%
10,860
+95
69
$510K 0.2%
+29,711
70
$498K 0.19%
5,106
-92
71
$477K 0.18%
23,620
-57
72
$476K 0.18%
4,210
+4,145
73
$469K 0.18%
11,961
+286
74
$453K 0.17%
53,478
+355
75
$427K 0.16%
4,477
+3,429
1 2
3
4 5