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
$323M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$953K
2
+$251K
3
+$247K
4
HD icon
Home Depot
HD
+$246K
5
NEE icon
NextEra Energy
NEE
+$235K

Top Sells

1
+$4.34M
2
+$4.12M
3
+$3.45M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.13M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.12M

Sector Composition

1 Technology 18.98%
2 Healthcare 17.19%
3 Communication Services 15.03%
4 Utilities 13.31%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.94M 1.53%
67,099
+1,211
27
$4.76M 1.47%
61,209
-2,673
28
$4.56M 1.41%
209,640
+3,681
29
$4.11M 1.27%
11,267
+281
30
$4.05M 1.25%
21,727
+408
31
$3.99M 1.24%
107,348
+1,895
32
$3.73M 1.16%
41,942
+468
33
$3.68M 1.14%
44,902
+682
34
$3.61M 1.12%
68,509
+1,448
35
$3.25M 1.01%
23,149
+107
36
$3.13M 0.97%
51,665
-76
37
$2.99M 0.93%
51,145
+874
38
$2.99M 0.93%
15,546
+274
39
$2.88M 0.89%
12,452
+279
40
$2.65M 0.82%
22,327
+519
41
$2.64M 0.82%
17,808
+297
42
$2.54M 0.79%
6,163
+120
43
$2.51M 0.78%
8,196
+156
44
$2.21M 0.69%
32,850
+633
45
$1.75M 0.54%
38,232
+938
46
$1.61M 0.5%
6,588
+152
47
$1.45M 0.45%
1,782
+25
48
$953K 0.3%
+3,762
49
$862K 0.27%
6,880
+320
50
$670K 0.21%
30,173
+3,502
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