BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Return
4.17%
This Quarter Return
+7.66%
1 Year Return
-4.17%
3 Year Return
+31.65%
5 Year Return
+75.09%
10 Year Return
–
AUM
$344M
AUM Growth
+$39.6M
(+13%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
6.01%
Top 10 Holdings %
Top 10 Hldgs %
31.25%
Holding
115
New
21
Increased
73
Reduced
11
Closed
8
Top Buys
| 1 |
3M
MMM
|
$3.12M |
| 2 |
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
|
$2.45M |
| 3 |
VF Corp
VFC
|
$2.39M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.36M |
| 5 |
AbbVie
ABBV
|
$2.3M |
Top Sells
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$13.4M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$2.47M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$1.9M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.56M |
| 5 |
Invesco Bloomberg Pricing Power ETF
POWA
|
$1.33M |
Sector Composition
| 1 | Technology | 14.79% |
| 2 | Healthcare | 13.79% |
| 3 | Communication Services | 12.12% |
| 4 | Utilities | 11.74% |
| 5 | Consumer Discretionary | 8.65% |
