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
1
$16.2M 4.49%
213,813
+5,555
2
$13.7M 3.81%
142,088
+4,041
3
$13.4M 3.73%
230,966
+6,265
4
$11.4M 3.16%
86,250
+1,958
5
$11.2M 3.12%
242,430
+6,170
6
$11.1M 3.09%
47,219
+2,586
7
$9.74M 2.71%
94,460
+3,140
8
$9.58M 2.66%
212,294
+1,843
9
$9.48M 2.63%
31,049
+1,407
10
$9.08M 2.52%
143,883
+3,186
11
$8.94M 2.48%
65,981
+2,182
12
$8.55M 2.38%
24,268
+1,180
13
$8.52M 2.37%
40,250
+1,875
14
$8.15M 2.26%
52,680
+2,960
15
$7.91M 2.2%
62,184
+2,753
16
$7.63M 2.12%
62,489
+1,903
17
$7.16M 1.99%
66,134
+1,748
18
$6.96M 1.93%
43,222
+1,317
19
$6.62M 1.84%
47,861
+551
20
$6.61M 1.84%
32,764
+1,531
21
$6.43M 1.79%
323,104
+4,199
22
$6.42M 1.79%
17,388
+84
23
$6.03M 1.68%
12,683
+860
24
$5M 1.39%
65,888
+1,571
25
$4.98M 1.38%
77,057
+1,367
1
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