BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
This Quarter Return
+6.4%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$424M
AUM Growth
+$424M
(-7.1%)
Cap. Flow
-$54.7M
Cap. Flow
% of AUM
-12.92%
Top 10 Holdings %
Top 10 Hldgs %
35.64%
Holding
669
New
4
Increased
29
Reduced
77
Closed
553
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$5.23M |
| 2 |
Invesco Bloomberg Pricing Power ETF
POWA
|
$4.55M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$4.45M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.44M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$4.03M |
Top Sells
| 1 |
TotalEnergies
TTE
|
$11.9M |
| 2 |
Amazon
AMZN
|
$8.19M |
| 3 |
Apple
AAPL
|
$5.39M |
| 4 |
iShares US Healthcare Providers ETF
IHF
|
$4.66M |
| 5 |
General Motors
GM
|
$4.64M |
Sector Composition
| 1 | Industrials | 13.92% |
| 2 | Technology | 12.69% |
| 3 | Communication Services | 10.78% |
| 4 | Healthcare | 9.85% |
| 5 | Utilities | 8.74% |
