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
76
$708K 0.18%
+5,321
77
$680K 0.17%
30,619
+446
78
$652K 0.16%
+29,546
79
$569K 0.14%
4,700
+524
80
$538K 0.14%
+19,648
81
$523K 0.13%
25,717
+35
82
$472K 0.12%
3,308
+410
83
$465K 0.12%
2,885
+318
84
$459K 0.12%
688
+71
85
$453K 0.11%
1,336
+82
86
$432K 0.11%
20,426
+412
87
$405K 0.1%
16,599
+178
88
$403K 0.1%
+13,148
89
$399K 0.1%
+13,302
90
$389K 0.1%
986
+100
91
$389K 0.1%
7,016
+779
92
$386K 0.1%
7,071
+2,959
93
$382K 0.1%
+3,470
94
$374K 0.09%
+2,594
95
$372K 0.09%
4,470
+358
96
$328K 0.08%
3,368
+357
97
$315K 0.08%
+2,979
98
$313K 0.08%
1,985
+222
99
$312K 0.08%
2,275
+55
100
$311K 0.08%
418
+1
2 3
4
5 6