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
$265M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
450
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.97M
3
+$1.92M
4
PG icon
Procter & Gamble
PG
+$1.87M
5
EMR icon
Emerson Electric
EMR
+$1.8M

Top Sells

1
+$3.37M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.71M
5
VOD icon
Vodafone
VOD
+$1.52M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.41%
3 Utilities 13.18%
4 Healthcare 11.14%
5 Industrials 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$69K 0.03%
1,944
-1,165
177
$68K 0.03%
1,110
178
$68K 0.03%
1,000
-56
179
$67K 0.03%
872
+117
180
$66K 0.02%
1,950
181
$66K 0.02%
945
182
$65K 0.02%
1,816
+1,116
183
$65K 0.02%
1,386
-827
184
$64K 0.02%
4,789
+62
185
$63K 0.02%
2,473
186
$62K 0.02%
12,065
187
$62K 0.02%
492
-99
188
$61K 0.02%
601
189
$60K 0.02%
1,486
+6
190
$60K 0.02%
1,658
+8
191
$60K 0.02%
4,440
-2,750
192
$59K 0.02%
1,066
-1,866
193
$58K 0.02%
500
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194
$57K 0.02%
1,329
+9
195
$56K 0.02%
1,541
-46
196
$55K 0.02%
471
-87
197
$54K 0.02%
1,104
+804
198
$53K 0.02%
400
199
$51K 0.02%
529
+2
200
$50K 0.02%
9,585
+25
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