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
126
$155K 0.06%
3,000
127
$153K 0.06%
4,087
+311
128
$151K 0.06%
950
129
$147K 0.06%
1,729
+2
130
$147K 0.06%
984
+8
131
$146K 0.06%
1,529
+1
132
$139K 0.05%
4,216
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133
$138K 0.05%
8,180
+290
134
$136K 0.05%
5,348
+597
135
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2,464
+474
136
$128K 0.05%
3,547
-7,706
137
$127K 0.05%
3,018
-172
138
$126K 0.05%
1,105
+150
139
$126K 0.05%
3,033
+12
140
$125K 0.05%
1,938
141
$119K 0.05%
1,590
-201
142
$117K 0.04%
10,731
+18
143
$116K 0.04%
2,509
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144
$115K 0.04%
2,407
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145
$112K 0.04%
4,300
146
$106K 0.04%
1,135
147
$106K 0.04%
1,835
-25
148
$104K 0.04%
9,163
149
$103K 0.04%
1,781
150
$101K 0.04%
1,185
4 5
6
7 8