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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.97M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
EMR icon
Emerson Electric
EMR
+$1.8M

Top Sells

1
+$3.37M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.71M
5
VOD icon
Vodafone
VOD
+$1.52M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.41%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$267K 0.1%
1,779
+3
102
$261K 0.1%
11,112
-417
103
$252K 0.1%
8,615
-164
104
$248K 0.09%
1,987
+1,837
105
$246K 0.09%
3,221
-443
106
$235K 0.09%
3,969
+11
107
$233K 0.09%
3,664
+110
108
$216K 0.08%
1,696
-28
109
$212K 0.08%
4,050
110
$204K 0.08%
4,415
-799
111
$202K 0.08%
24,116
-1,032
112
$202K 0.08%
+17,588
113
$200K 0.08%
2,024
+1,424
114
$200K 0.08%
8,780
115
$200K 0.08%
2,745
-366
116
$199K 0.08%
9,989
117
$196K 0.07%
2,814
-85
118
$194K 0.07%
+2,238
119
$193K 0.07%
950
-35
120
$192K 0.07%
2,798
121
$188K 0.07%
7,564
-437
122
$184K 0.07%
976
+26
123
$183K 0.07%
5,238
+1,176
124
$180K 0.07%
4,011
+8
125
$180K 0.07%
5,029
+1,250
3 4
5
6 7