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
76
$633K 0.18%
4,871
-698
77
$584K 0.16%
25,867
+4,931
78
$561K 0.16%
26,671
+3,872
79
$556K 0.15%
+9,565
80
$481K 0.13%
1,709
-148
81
$477K 0.13%
17,435
+1,534
82
$434K 0.12%
23,213
-2,260
83
$430K 0.12%
2,706
+60
84
$418K 0.12%
18,766
-1,343
85
$376K 0.1%
3,940
-4
86
$374K 0.1%
15,103
-1,678
87
$363K 0.1%
1,234
+275
88
$362K 0.1%
1,596
+125
89
$350K 0.1%
11,790
-1,070
90
$348K 0.1%
3,905
+241
91
$333K 0.09%
558
+4
92
$332K 0.09%
3,047
-277
93
$309K 0.09%
256
94
$287K 0.08%
2,784
+133
95
$281K 0.08%
9,000
96
$277K 0.08%
+744
97
$276K 0.08%
+1,261
98
$270K 0.08%
1,636
+68
99
$266K 0.07%
5,822
+269
100
$261K 0.07%
+422
1 2 3
4
5