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
$320M
AUM Growth
-$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$262K
3
+$238K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$196K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$196K

Top Sells

1
+$26.3M
2
+$13.2M
3
+$5.74M
4
IAC icon
IAC Inc
IAC
+$2.23M
5
MSFT icon
Microsoft
MSFT
+$1.94M

Sector Composition

1 Communication Services 13.8%
2 Technology 13.02%
3 Healthcare 12.77%
4 Utilities 10.77%
5 Energy 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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117
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