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
$323M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$953K
2
+$251K
3
+$247K
4
HD icon
Home Depot
HD
+$246K
5
NEE icon
NextEra Energy
NEE
+$235K

Top Sells

1
+$4.34M
2
+$4.12M
3
+$3.45M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.13M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$3.12M

Sector Composition

1 Technology 18.98%
2 Healthcare 17.19%
3 Communication Services 15.03%
4 Utilities 13.31%
5 Consumer Discretionary 10.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$651K 0.2%
1,811
+102
52
$503K 0.16%
25,682
+2,469
53
$472K 0.15%
2,898
+192
54
$471K 0.15%
4,176
+236
55
$448K 0.14%
20,014
+1,248
56
$436K 0.14%
1,254
+20
57
$430K 0.13%
16,421
+1,318
58
$419K 0.13%
617
+59
59
$362K 0.11%
4,112
+207
60
$355K 0.11%
1,565
-31
61
$332K 0.1%
6,237
+415
62
$331K 0.1%
3,011
+227
63
$300K 0.09%
2,220
+568
64
$299K 0.09%
1,261
65
$297K 0.09%
886
+60
66
$291K 0.09%
285
+29
67
$288K 0.09%
417
-5
68
$279K 0.09%
1,763
+127
69
$276K 0.09%
1,274
+160
70
$266K 0.08%
912
-18
71
$265K 0.08%
1,714
-168
72
$259K 0.08%
904
73
$256K 0.08%
2,567
+175
74
$247K 0.08%
+12,360
75
$245K 0.08%
4,372
+251
1 2
3
4 5