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
201
$56K 0.02%
+916
202
$54K 0.02%
+1,050
203
$54K 0.02%
+554
204
$53K 0.02%
+995
205
$52K 0.02%
+2,264
206
$51K 0.02%
+1,311
207
$51K 0.02%
+751
208
$51K 0.02%
+2,410
209
$51K 0.02%
+595
210
$51K 0.02%
+524
211
$50K 0.02%
+643
212
$50K 0.02%
+3,514
213
$50K 0.02%
+1,000
214
$49K 0.02%
+1,502
215
$49K 0.02%
+785
216
$49K 0.02%
+495
217
$48K 0.02%
+731
218
$48K 0.02%
+752
219
$48K 0.02%
+875
220
$47K 0.02%
+1,175
221
$47K 0.02%
+3,020
222
$45K 0.02%
+576
223
$45K 0.02%
+777
224
$45K 0.02%
+3,038
225
$45K 0.02%
+800
7 8
9
10 11