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
$140M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$787K
3
+$604K
4
PMO
Putnam Municipal Opportunities Trust
PMO
+$495K
5
GILD icon
Gilead Sciences
GILD
+$448K

Top Sells

1
+$358K
2
+$325K
3
+$320K
4
KMI.WS
Kinder Morgan Inc
KMI.WS
+$273K
5
XRX icon
Xerox
XRX
+$263K

Sector Composition

1 Technology 13.37%
2 Healthcare 10.82%
3 Industrials 10.56%
4 Financials 9.3%
5 Energy 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.03%
5,000
227
$46K 0.03%
12,700
228
$46K 0.03%
400
-387
229
$46K 0.03%
46,000
+10,500
230
$45K 0.03%
+2,234
231
$45K 0.03%
2,500
232
$45K 0.03%
17,500
+11,500
233
$43K 0.03%
1,180
234
$43K 0.03%
1,257
235
$43K 0.03%
6,000
-2,000
236
$42K 0.03%
3,093
237
$42K 0.03%
1,200
238
$41K 0.03%
400
239
$41K 0.03%
811
240
$41K 0.03%
2,000
241
$40K 0.03%
524
242
$40K 0.03%
10,000
+6,200
243
$38K 0.03%
519
244
$38K 0.03%
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245
$37K 0.03%
1,300
-1,300
246
$37K 0.03%
839
247
$36K 0.03%
376
248
$36K 0.03%
2,500
+1,000
249
$35K 0.03%
600
250
$34K 0.02%
+1,000
8 9
10
11 12