BAM
Brave Asset Management Portfolio holdings
AUM
$367M
1-Year Return
13.76%
This Quarter Return
+0.1%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$143M
AUM Growth
+$3.11M
(+2.2%)
Cap. Flow
+$5.45M
Cap. Flow
% of AUM
3.82%
Top 10 Holdings %
Top 10 Hldgs %
24.09%
Holding
456
New
16
Increased
53
Reduced
62
Closed
23
Top Buys
| 1 |
AT&T
T
|
+$1.47M |
| 2 |
Precigen
PGEN
|
+$1.28M |
| 3 |
Gilead Sciences
GILD
|
+$856K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$813K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$751K |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
+$714K |
| 2 |
Duke Energy
DUK
|
+$677K |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
+$632K |
| 4 |
FirstEnergy
FE
|
+$517K |
| 5 |
CHS
Chicos FAS, Inc.
CHS
|
+$187K |
Sector Composition
| 1 | Healthcare | 12.58% |
| 2 | Technology | 12.32% |
| 3 | Industrials | 10.06% |
| 4 | Financials | 9.33% |
| 5 | Energy | 7.17% |
