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
101
$231K 0.09%
10,380
102
$228K 0.09%
963
-1,045
103
$214K 0.08%
2,021
+153
104
$209K 0.08%
3,828
-86
105
$203K 0.08%
2,798
-170
106
$203K 0.08%
1,905
-158
107
$202K 0.08%
3,748
108
$202K 0.08%
2,678
-237
109
$201K 0.08%
2,878
+2
110
$197K 0.08%
5,264
+4,538
111
$195K 0.07%
24,668
+2,428
112
$190K 0.07%
1,843
113
$188K 0.07%
+9,989
114
$187K 0.07%
3,819
+7
115
$187K 0.07%
2,317
-198
116
$181K 0.07%
4,796
-1,263
117
$180K 0.07%
5,885
-243
118
$180K 0.07%
3,865
119
$179K 0.07%
10,735
120
$175K 0.07%
4,312
-363
121
$174K 0.07%
4,466
+118
122
$173K 0.07%
4,346
123
$172K 0.07%
5,603
+360
124
$170K 0.07%
1,955
+120
125
$163K 0.06%
792
+20
3 4
5
6 7