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
$256M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$11.6M
3
+$10.4M
4
KMI icon
Kinder Morgan
KMI
+$10.1M
5
SO icon
Southern Company
SO
+$9.94M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 16.12%
2 Energy 15.81%
3 Communication Services 14.77%
4 Consumer Staples 12.37%
5 Healthcare 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$425K 0.17%
+11,253
77
$415K 0.16%
+34,833
78
$412K 0.16%
+7,206
79
$407K 0.16%
+3,577
80
$405K 0.16%
+3,708
81
$391K 0.15%
+4,175
82
$389K 0.15%
+22,860
83
$352K 0.14%
+4,159
84
$344K 0.13%
+7,354
85
$340K 0.13%
+5,269
86
$335K 0.13%
+8,779
87
$325K 0.13%
+2,668
88
$320K 0.12%
+11,322
89
$317K 0.12%
+3,610
90
$312K 0.12%
+12,195
91
$291K 0.11%
+11,523
92
$288K 0.11%
+3,514
93
$284K 0.11%
+2,030
94
$284K 0.11%
+6,589
95
$279K 0.11%
+4,927
96
$260K 0.1%
+7,190
97
$256K 0.1%
+4,850
98
$243K 0.09%
+10,380
99
$238K 0.09%
+6,059
100
$232K 0.09%
+2,063
2 3
4
5 6