BAM

Brave Asset Management Portfolio holdings

AUM $409M
1-Year Est. Return 19.38%
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$911K
3
+$870K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$844K
5
KMI.WS
Kinder Morgan Inc
KMI.WS
+$527K

Top Sells

1
+$955K
2
+$634K
3
+$225K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$172K
5
NYT icon
New York Times
NYT
+$151K

Sector Composition

1 Technology 14.26%
2 Energy 10.52%
3 Industrials 10.01%
4 Financials 9.98%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46K 0.04%
+4,000
227
$45K 0.04%
1,600
228
$45K 0.04%
12,500
-5,000
229
$43K 0.03%
1,250
+974
230
$43K 0.03%
700
231
$42K 0.03%
4,000
+3,000
232
$41K 0.03%
330
233
$41K 0.03%
500
234
$41K 0.03%
1,180
+590
235
$41K 0.03%
+2,000
236
$40K 0.03%
17,500
237
$39K 0.03%
2,500
238
$39K 0.03%
555
239
$39K 0.03%
2,204
240
$38K 0.03%
400
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241
$38K 0.03%
400
242
$37K 0.03%
3,093
243
$37K 0.03%
524
+359
244
$37K 0.03%
500
245
$36K 0.03%
1,000
246
$36K 0.03%
6,000
247
$36K 0.03%
1,000
248
$35K 0.03%
900
249
$35K 0.03%
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250
$34K 0.03%
500
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8 9
10
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