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
76
$240K 0.07%
1,378
+69
77
$235K 0.07%
1,679
+2
78
$232K 0.07%
7,003
+385
79
$230K 0.07%
3,277
80
$224K 0.07%
990
81
$224K 0.07%
4,112
+285
82
$219K 0.07%
+1,569
83
$219K 0.07%
547
-197
84
$209K 0.06%
+572
85
$208K 0.06%
+17,447
86
$207K 0.06%
+753
87
$205K 0.06%
5,527
+373
88
$181K 0.06%
13,445
89
$149K 0.05%
18,108
90
– –
-8,606
91
– –
-89,936
92
– –
-87,964
93
– –
-95,186
94
– –
-67,918
95
– –
-30,084
96
– –
-3,047
97
– –
-9,000
98
– –
-11,790
99
– –
-13,556
100
– –
-9,565
1 2 3
4
5