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
126
$159K 0.06%
+3,190
127
$158K 0.06%
+2,590
128
$153K 0.06%
+950
129
$148K 0.06%
+976
130
$141K 0.06%
+1,528
131
$140K 0.05%
+1,791
132
$138K 0.05%
+1,727
133
$138K 0.05%
+3,776
134
$134K 0.05%
+3,021
135
$133K 0.05%
+4,129
136
$121K 0.05%
+2,285
137
$119K 0.05%
+1,604
138
$119K 0.05%
+978
139
$119K 0.05%
+1,781
140
$118K 0.05%
+10,713
141
$115K 0.04%
+3,525
142
$114K 0.04%
+1,048
143
$113K 0.04%
+4,300
144
$110K 0.04%
+1,938
145
$109K 0.04%
+4,751
146
$107K 0.04%
+8,600
147
$107K 0.04%
+1,860
148
$106K 0.04%
+5,400
149
$105K 0.04%
+2,507
150
$104K 0.04%
+9,163
4 5
6
7 8