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
$398M
AUM Growth
+$75.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.53M
2
+$4.4M
3
+$4.15M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.54M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$3.44M

Top Sells

1
+$2.76M
2
+$2.41M
3
+$1.55M
4
BABA icon
Alibaba
BABA
+$355K
5
SAM icon
Boston Beer
SAM
+$291K

Sector Composition

1 Technology 15.67%
2 Healthcare 14.13%
3 Communication Services 12.56%
4 Utilities 11.14%
5 Consumer Discretionary 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.86M 0.72%
8,619
+423
52
$2.83M 0.71%
52,234
+1,089
53
$2.79M 0.7%
+21,218
54
$2.78M 0.7%
6,543
+380
55
$2.77M 0.69%
18,385
+577
56
$2.71M 0.68%
23,650
+1,323
57
$2.61M 0.66%
+22,242
58
$2.56M 0.64%
+32,831
59
$2.32M 0.58%
+106,060
60
$2.25M 0.56%
34,057
+1,207
61
$2.2M 0.55%
+99,322
62
$2.08M 0.52%
+97,304
63
$2M 0.5%
+15,701
64
$1.9M 0.48%
+12,721
65
$1.88M 0.47%
+10,709
66
$1.79M 0.45%
40,238
+2,006
67
$1.5M 0.38%
7,073
+485
68
$1.5M 0.38%
1,899
+117
69
$1.31M 0.33%
+18,221
70
$1.15M 0.29%
+38,650
71
$1M 0.25%
+14,596
72
$944K 0.24%
7,080
+200
73
$907K 0.23%
3,988
+226
74
$848K 0.21%
1,998
+187
75
$742K 0.19%
+12,453
1 2
3
4 5