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
101
$227K 0.09%
+3,885
102
$226K 0.09%
+3,735
103
$219K 0.09%
+2,968
104
$217K 0.08%
+2,595
105
$214K 0.08%
+2,452
106
$212K 0.08%
+2,876
107
$209K 0.08%
+6,128
108
$200K 0.08%
+1,868
109
$200K 0.08%
+4,675
110
$198K 0.08%
+2,515
111
$195K 0.08%
+22,240
112
$193K 0.08%
+3,914
113
$192K 0.07%
+3,865
114
$188K 0.07%
+3,748
115
$187K 0.07%
+4,346
116
$183K 0.07%
+10,735
117
$180K 0.07%
+2,915
118
$178K 0.07%
+1,843
119
$177K 0.07%
+3,812
120
$176K 0.07%
+7,890
121
$176K 0.07%
+4,348
122
$171K 0.07%
+3,000
123
$162K 0.06%
+5,243
124
$162K 0.06%
+1,835
125
$159K 0.06%
+772
3 4
5
6 7