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
$398M
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.4M
3
+$4.15M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.54M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.44M

Top Sells

1
+$2.76M
2
+$2.41M
3
+$1.55M
4
BABA icon
Alibaba
BABA
+$355K
5
SAM icon
Boston Beer
SAM
+$291K

Sector Composition

1 Technology 15.67%
2 Healthcare 14.13%
3 Communication Services 12.56%
4 Utilities 11.14%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.95M 1.24%
67,817
+718
27
$4.87M 1.22%
33,218
-10,593
28
$4.73M 1.19%
11,698
+431
29
$4.65M 1.17%
61,865
+656
30
$4.53M 1.14%
+210,290
31
$4.47M 1.12%
23,024
+1,297
32
$4.4M 1.11%
+91,809
33
$4.36M 1.1%
213,720
+4,080
34
$4.15M 1.04%
+64,849
35
$3.91M 0.98%
109,791
+2,443
36
$3.75M 0.94%
42,458
+516
37
$3.54M 0.89%
+23,602
38
$3.44M 0.86%
+155,564
39
$3.42M 0.86%
+157,764
40
$3.38M 0.85%
52,129
+464
41
$3.35M 0.84%
69,514
+1,005
42
$3.22M 0.81%
+17,919
43
$3.21M 0.81%
+14,670
44
$3.19M 0.8%
+24,982
45
$3.18M 0.8%
16,539
+993
46
$3.17M 0.8%
13,166
+714
47
$3.12M 0.78%
23,505
+356
48
$3.12M 0.78%
+7,273
49
$2.91M 0.73%
+126,966
50
$2.87M 0.72%
+87,586
1
2
3 4 5