BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Return
4.17%
This Quarter Return
+12.86%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$302M
AUM Growth
+$49.7M
(+20%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
4.53%
Top 10 Holdings %
Top 10 Hldgs %
36.64%
Holding
94
New
12
Increased
57
Reduced
20
Closed
5
Top Buys
| 1 |
FirstEnergy
FE
|
$4.03M |
| 2 |
NextEra Energy, Inc.
NEE
|
$3.44M |
| 3 |
Broadcom
AVGO
|
$3.2M |
| 4 |
3M
MMM
|
$2.83M |
| 5 |
Adobe
ADBE
|
$2.73M |
Top Sells
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$12.3M |
| 2 |
WEC Energy
WEC
|
$2.87M |
| 3 |
AT&T
T
|
$2.46M |
| 4 |
McDonald's
MCD
|
$1.72M |
| 5 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$402K |
Sector Composition
| 1 | Healthcare | 14.69% |
| 2 | Utilities | 12.6% |
| 3 | Communication Services | 12.12% |
| 4 | Technology | 12.07% |
| 5 | Consumer Discretionary | 6.84% |
