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
$323M
AUM Growth
-$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$953K
2
+$251K
3
+$247K
4
HD icon
Home Depot
HD
+$246K
5
NEE icon
NextEra Energy
NEE
+$235K

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
1
$15.9M 4.93%
217,020
+3,207
2
$14.2M 4.4%
143,739
+1,651
3
$13.1M 4.06%
233,986
+3,020
4
$13M 4.03%
47,993
+774
5
$12.6M 3.91%
87,151
+901
6
$11.7M 3.62%
95,700
+1,240
7
$11.7M 3.62%
244,730
+2,300
8
$10.6M 3.27%
214,129
+1,835
9
$10.1M 3.14%
31,819
+770
10
$9.8M 3.04%
24,764
+496
11
$9.71M 3.01%
145,388
+1,505
12
$9.56M 2.96%
40,882
+632
13
$9.38M 2.91%
63,426
+1,242
14
$9.31M 2.89%
54,140
+1,460
15
$9.02M 2.8%
66,873
+892
16
$8.63M 2.67%
63,031
+542
17
$7.59M 2.35%
67,421
+1,287
18
$7.57M 2.35%
12,927
+244
19
$7.3M 2.26%
325,248
+2,144
20
$7.27M 2.25%
43,811
+589
21
$7.14M 2.21%
48,215
+354
22
$6.62M 2.05%
17,486
+98
23
$6.3M 1.95%
33,569
+805
24
$5.37M 1.66%
77,936
+879
25
$5.03M 1.56%
30,558
+750
1
2 3 4 5