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
51
$1.96M 0.61%
91,197
+12,180
52
$1.94M 0.61%
18,083
-2,403
53
$1.94M 0.6%
14,255
-7,606
54
$1.64M 0.51%
26,608
-6,656
55
$1.64M 0.51%
27,427
-3,124
56
$1.48M 0.46%
68,813
+9,128
57
$1.48M 0.46%
69,147
+9,205
58
$1.4M 0.44%
9,561
-4,201
59
$1.38M 0.43%
37,200
-4,426
60
$1.37M 0.43%
7,534
-520
61
$1.32M 0.41%
11,775
-517
62
$1.27M 0.4%
9,769
-1,157
63
$1.25M 0.39%
3,728
-251
64
$1.25M 0.39%
9,808
-1,336
65
$1.03M 0.32%
15,810
-2,610
66
$979K 0.31%
46,059
+6,184
67
$897K 0.28%
29,007
-3,091
68
$867K 0.27%
39,711
-13,480
69
$849K 0.27%
84,937
-15,545
70
$841K 0.26%
33,509
-6,685
71
$836K 0.26%
3,482
-1,348
72
$822K 0.26%
77,272
-11,540
73
$811K 0.25%
29,162
-7,017
74
$790K 0.25%
57,570
-13,582
75
$770K 0.24%
9,170
-1,250
1 2
3
4 5