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
101
$255K 0.07%
826
+38
102
$254K 0.07%
+6,000
103
$250K 0.07%
1,882
-73
104
$249K 0.07%
815
+32
105
$240K 0.07%
+904
106
$238K 0.07%
2,392
+116
107
$236K 0.07%
6,618
+53
108
$230K 0.06%
+3,277
109
$226K 0.06%
930
-70
110
$220K 0.06%
4,121
+103
111
$220K 0.06%
990
112
$219K 0.06%
+5,154
113
$216K 0.06%
+1,677
114
$213K 0.06%
+1,652
115
$211K 0.06%
3,827
+174
116
$209K 0.06%
+1,114
117
$206K 0.06%
+1,309
118
$186K 0.05%
+13,445
119
$131K 0.04%
18,108
-3,621
120
– –
-978
121
– –
-2,349
1 2 3 4
5