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
$360M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$610K
3
+$556K
4
AMZN icon
Amazon
AMZN
+$458K
5
HD icon
Home Depot
HD
+$430K

Top Sells

1
+$3.81M
2
+$559K
3
+$440K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$433K
5
HEI icon
HEICO Corp
HEI
+$311K

Sector Composition

1 Technology 15.41%
2 Healthcare 14.07%
3 Communication Services 12.49%
4 Utilities 11.79%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.9M 1.36%
29,808
+1,591
27
$4.71M 1.31%
205,959
+1,303
28
$4.7M 1.31%
63,882
+1,186
29
$4.34M 1.21%
141,452
-124,157
30
$4.12M 1.14%
190,241
-25,837
31
$3.88M 1.08%
41,474
+574
32
$3.66M 1.02%
105,453
+4,120
33
$3.53M 0.98%
44,220
+1,599
34
$3.45M 0.96%
61,207
-1,695
35
$3.37M 0.94%
10,986
+185
36
$3.36M 0.93%
21,319
+595
37
$3.32M 0.92%
67,061
+462
38
$3.13M 0.87%
141,346
-19,823
39
$3.12M 0.87%
143,088
-19,872
40
$3M 0.83%
13,556
-396
41
$2.94M 0.82%
23,042
+295
42
$2.9M 0.81%
20,481
-712
43
$2.89M 0.8%
15,272
+590
44
$2.83M 0.79%
7,137
-45
45
$2.81M 0.78%
+50,271
46
$2.79M 0.77%
51,741
+139
47
$2.73M 0.76%
12,173
+353
48
$2.69M 0.75%
16,037
-456
49
$2.48M 0.69%
17,511
+738
50
$2.44M 0.68%
21,808
+879
1
2
3 4 5