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
1
$13M 4.99%
484,990
+16,151
2
$12M 4.61%
258,027
+9,669
3
$10.6M 4.05%
83,008
+4,736
4
$10.1M 3.88%
205,946
+13,078
5
$9.98M 3.83%
238,250
+13,856
6
$9.96M 3.82%
234,260
+17,270
7
$9.68M 3.71%
548,249
+9,878
8
$9.31M 3.57%
100,000
9
$8.98M 3.44%
233,940
-6,871
10
$7.32M 2.81%
248,420
-56,737
11
$7.25M 2.78%
231,220
+11,656
12
$7.06M 2.71%
142,610
+37,145
13
$6.5M 2.49%
112,265
-3,629
14
$6.4M 2.45%
104,196
+23
15
$6.23M 2.39%
108,629
+5,209
16
$5.98M 2.29%
139,132
+4,964
17
$5.16M 1.98%
64,296
+7,494
18
$4.13M 1.58%
129,668
+43,840
19
$3.53M 1.35%
72,157
+4,212
20
$3.49M 1.34%
37,399
+3,939
21
$3.4M 1.3%
101,006
+42,181
22
$3.33M 1.28%
109,477
+40,333
23
$2.87M 1.1%
35,160
-21,337
24
$2.83M 1.09%
77,636
-27,513
25
$2.75M 1.05%
36,066
+2,646
1
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