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
$360M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$610K
3
+$556K
4
AMZN icon
Amazon
AMZN
+$458K
5
HD icon
Home Depot
HD
+$430K

Top Sells

1
+$3.81M
2
+$559K
3
+$440K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$433K
5
HEI icon
HEICO Corp
HEI
+$311K

Sector Composition

1 Technology 15.41%
2 Healthcare 14.07%
3 Communication Services 12.49%
4 Utilities 11.79%
5 Consumer Discretionary 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.43M 0.68%
19,965
-363
52
$2.39M 0.67%
20,274
-326
53
$2.28M 0.63%
30,084
-763
54
$2.17M 0.6%
102,760
-13,360
55
$2.13M 0.59%
6,043
+176
56
$2.13M 0.59%
32,217
+317
57
$2.1M 0.58%
17,214
+547
58
$2.06M 0.57%
95,186
-14,080
59
$1.99M 0.55%
89,936
-13,316
60
$1.98M 0.55%
8,040
+306
61
$1.88M 0.52%
87,964
-12,938
62
$1.7M 0.47%
37,294
+1,528
63
$1.61M 0.45%
13,826
+3,223
64
$1.6M 0.44%
6,436
+194
65
$1.59M 0.44%
9,886
-221
66
$1.57M 0.44%
11,862
-263
67
$1.53M 0.43%
67,918
-9,915
68
$1.52M 0.42%
12,114
+205
69
$1.19M 0.33%
1,757
+83
70
$1.13M 0.31%
16,072
+566
71
$969K 0.27%
7,157
-205
72
$882K 0.25%
12,910
-219
73
$854K 0.24%
31,830
-1,080
74
$729K 0.2%
8,606
-429
75
$679K 0.19%
6,560
+900
1 2
3
4 5