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
176
$79K 0.03%
+420
177
$79K 0.03%
+1,026
178
$79K 0.03%
+221
179
$79K 0.03%
+3,075
180
$77K 0.03%
+1,109
181
$77K 0.03%
+1,056
182
$76K 0.03%
+12,065
183
$75K 0.03%
+700
184
$74K 0.03%
+2,200
185
$73K 0.03%
+4,624
186
$68K 0.03%
+2,401
187
$66K 0.03%
+1,786
188
$66K 0.03%
+557
189
$64K 0.03%
+1,425
190
$63K 0.02%
+2,895
191
$61K 0.02%
+1,532
192
$61K 0.02%
+1,280
193
$61K 0.02%
+1,903
194
$60K 0.02%
+583
195
$60K 0.02%
+1,501
196
$59K 0.02%
+3,248
197
$58K 0.02%
+1,000
198
$57K 0.02%
+1,466
199
$57K 0.02%
+1,290
200
$56K 0.02%
+370
6 7
8
9 10