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
$320M
AUM Growth
-$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$262K
3
+$238K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$196K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$196K

Top Sells

1
+$26.3M
2
+$13.2M
3
+$5.74M
4
IAC icon
IAC Inc
IAC
+$2.23M
5
MSFT icon
Microsoft
MSFT
+$1.94M

Sector Composition

1 Communication Services 13.8%
2 Technology 13.02%
3 Healthcare 12.77%
4 Utilities 10.77%
5 Energy 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.79M 1.49%
76,642
-1,479
27
$4.49M 1.4%
27,089
-3,770
28
$4.32M 1.35%
50,258
-3,143
29
$4.26M 1.33%
62,240
-11,280
30
$4.24M 1.32%
46,183
-7,138
31
$4.23M 1.32%
21,255
-1,587
32
$4.05M 1.26%
53,896
-76,488
33
$3.93M 1.23%
105,041
-6,207
34
$3.82M 1.19%
30,936
-8,059
35
$3.81M 1.19%
61,029
-9,760
36
$3.72M 1.16%
51,394
-7,738
37
$3.71M 1.16%
39,100
-5,640
38
$3.7M 1.16%
41,327
-3,145
39
$3.5M 1.09%
69,133
-5,827
40
$3.47M 1.08%
49,415
-6,846
41
$3.35M 1.05%
34,990
-1,363
42
$3.26M 1.02%
68,720
-10,415
43
$3.13M 0.98%
56,036
-8,243
44
$3.1M 0.97%
64,846
-9,190
45
$3.09M 0.96%
86,672
-12,627
46
$3.02M 0.94%
47,377
-6,943
47
$2.98M 0.93%
23,005
-1,460
48
$2.86M 0.89%
21,342
-1,350
49
$2.53M 0.79%
53,408
-1,369
50
$2.01M 0.63%
17,351
-2,221
1
2
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