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
1
$17.2M 4.33%
219,260
+2,240
2
$14.2M 3.57%
145,436
+1,697
3
$14M 3.52%
49,658
+1,665
4
$13.3M 3.34%
99,320
+3,620
5
$12.8M 3.21%
236,539
+2,553
6
$12.1M 3.03%
249,010
+4,280
7
$11.6M 2.9%
25,711
+947
8
$11.1M 2.8%
71,680
-15,471
9
$10.9M 2.74%
217,559
+3,430
10
$10.8M 2.72%
32,976
+1,157
11
$10.3M 2.6%
65,700
+2,274
12
$9.46M 2.38%
67,695
+822
13
$9.44M 2.37%
42,358
+1,476
14
$9.18M 2.31%
55,860
+1,720
15
$9.14M 2.3%
64,596
+1,565
16
$7.7M 1.93%
13,376
+449
17
$7.43M 1.87%
68,857
+1,436
18
$7.29M 1.83%
331,678
+6,430
19
$7.27M 1.83%
48,719
+504
20
$6.12M 1.54%
17,726
+240
21
$5.84M 1.47%
98,772
-46,616
22
$5.63M 1.41%
83,968
+39,066
23
$5.53M 1.39%
35,068
+1,499
24
$5.53M 1.39%
79,103
+1,167
25
$5.05M 1.27%
31,293
+735
1
2 3 4 5