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
101
$311K 0.08%
27,569
+10,122
102
$298K 0.07%
+9,000
103
$288K 0.07%
8,946
+3,419
104
$283K 0.07%
1,219
-55
105
$267K 0.07%
3,277
106
$266K 0.07%
904
107
$262K 0.07%
1,085
-176
108
$260K 0.07%
7,890
+887
109
$256K 0.06%
12,360
110
$256K 0.06%
990
111
$251K 0.06%
4,956
+584
112
$251K 0.06%
1,680
+1
113
$250K 0.06%
785
+32
114
$249K 0.06%
1,717
+3
115
$241K 0.06%
+4,300
116
$238K 0.06%
915
+3
117
$233K 0.06%
1,524
+146
118
$224K 0.06%
+347
119
$214K 0.05%
+2,163
120
$214K 0.05%
547
121
$207K 0.05%
1,570
+1
122
$206K 0.05%
+339
123
$202K 0.05%
+748
124
$179K 0.05%
13,445
125
$77K 0.02%
18,108
2 3 4
5
6