BAM
Bruderman Asset Management Portfolio holdings
AUM
$55.7M
1-Year Est. Return
4.17%
1 Year Est. Return
-4.17%
AUM
$66.3M
AUM Growth
-$64.5M
(-49%)
Holding
108
Top Buys
| 1 | +$680K | |
| 2 | +$532K | |
| 3 | +$512K | |
| 4 |
PayPal
PYPL
|
+$429K |
| 5 |
NVIDIA
NVDA
|
+$80.2K |
Top Sells
| 1 | +$2.75M | |
| 2 | +$2.4M | |
| 3 | +$2.31M | |
| 4 |
AbbVie
ABBV
|
+$1.89M |
| 5 |
BCE
BCE
|
+$1.86M |
Sector Composition
| 1 | Technology | 19.94% |
| 2 | Healthcare | 17.93% |
| 3 | Communication Services | 12.61% |
| 4 | Utilities | 10.41% |
| 5 | Consumer Discretionary | 9.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Technology Select Sector SPDR Fund
XLK
$93.7B
| – | – |
-3,811
|
|
||
102
Consumers Staples Select Sector SPDR Fund
XLP
$15B
| – | – |
-3,794
|
|
||
103
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.1B
| – | – |
-5,292
|
|
||
|
BSCO
104
DELISTED
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
| – | – |
-17,767
|
|
||
|
CSPR
105
DELISTED
Casper Sleep Inc.
CSPR
| – | – |
-18,108
|
|
||
|
SIVB
106
DELISTED
SVB Financial Group
SIVB
| – | – |
-347
|
|
||
|
BSCN
107
DELISTED
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
| – | – |
-18,088
|
|
||
|
BSCM
108
DELISTED
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
| – | – |
-24,207
|
|