BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.16%
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
+$2.54M
2
+$2.04M
3
+$1.9M
4
PG icon
Procter & Gamble
PG
+$1.8M
5
EMR icon
Emerson Electric
EMR
+$1.79M

Top Sells

1
+$5.28M
2
+$2.6M
3
+$1.82M
4
PPL icon
PPL Corp
PPL
+$1.69M
5
TTE icon
TotalEnergies
TTE
+$1.62M

Sector Composition

1 Communication Services 14.66%
2 Consumer Staples 14.45%
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
201
$50K 0.02%
2,945
202
$49K 0.02%
3,038
203
$48K 0.02%
1,033
+10
204
$47K 0.02%
500
205
$46K 0.02%
3,270
-979
206
$46K 0.02%
1,000
207
$46K 0.02%
725
-845
208
$45K 0.02%
+935
209
$45K 0.02%
644
+1
210
$45K 0.02%
955
+810
211
$43K 0.02%
1,320
+2
212
$43K 0.02%
637
+3
213
$43K 0.02%
1,007
+7
214
$43K 0.02%
454
215
$43K 0.02%
2,566
216
$42K 0.02%
1,530
217
$42K 0.02%
1,600
218
$41K 0.02%
779
-247
219
$41K 0.02%
2,410
220
$41K 0.02%
995
221
$40K 0.02%
787
222
$40K 0.02%
3,000
223
$40K 0.02%
635
-937
224
$40K 0.02%
1,320
225
$40K 0.02%
+635
7 8
9
10 11