BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-4.16%
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
+$977K
2
+$245K
3
+$243K
4
NEE icon
NextEra Energy
NEE
+$241K
5
MDU icon
MDU Resources
MDU
+$219K

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
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123
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