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
76
$421K 0.16%
23,400
+540
77
$417K 0.16%
18,340
-12,680
78
$413K 0.16%
3,036
79
$407K 0.16%
4,206
+31
80
$381K 0.15%
3,582
+5
81
$379K 0.15%
+5,890
82
$375K 0.14%
9,118
+1,928
83
$368K 0.14%
36,082
+1,249
84
$365K 0.14%
5,478
+209
85
$355K 0.14%
3,662
+52
86
$352K 0.14%
8,779
87
$351K 0.13%
7,430
+76
88
$351K 0.13%
4,159
89
$341K 0.13%
11,338
+16
90
$337K 0.13%
3,521
-187
91
$326K 0.13%
13,469
+1,274
92
$314K 0.12%
4,007
+493
93
$282K 0.11%
4,160
+425
94
$279K 0.11%
11,613
+90
95
$266K 0.1%
6,598
+9
96
$265K 0.1%
3,110
+658
97
$262K 0.1%
3,894
+9
98
$255K 0.1%
4,850
99
$248K 0.1%
2,882
+287
100
$238K 0.09%
1,719
-311
2 3
4
5 6