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
176
$82K 0.03%
1,560
+1,370
177
$79K 0.03%
2,200
178
$78K 0.03%
2,378
-277
179
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1,185
+76
180
$76K 0.03%
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181
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182
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183
$72K 0.03%
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184
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185
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186
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-310
187
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188
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4,525
-1,018
189
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190
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557
191
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195
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196
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197
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198
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750
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199
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200
$60K 0.02%
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