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
151
$101K 0.04%
3,525
152
$101K 0.04%
3,835
+202
153
$100K 0.04%
860
-118
154
$100K 0.04%
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155
$99K 0.04%
914
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156
$98K 0.04%
2,507
157
$97K 0.04%
3,412
+359
158
$96K 0.04%
3,920
+1,025
159
$93K 0.04%
5,400
160
$92K 0.04%
4,220
161
$92K 0.04%
1,500
-1,090
162
$91K 0.03%
2,945
163
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164
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700
165
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-57
166
$88K 0.03%
420
167
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170
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171
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172
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173
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174
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700
175
$83K 0.03%
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