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
$143M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.28M
3
+$856K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$813K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$751K

Top Sells

1
+$714K
2
+$677K
3
+$632K
4
FE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$44K 0.03%
400
227
$44K 0.03%
2,500
228
$43K 0.03%
3,093
229
$43K 0.03%
+800
230
$42K 0.03%
483
231
$42K 0.03%
811
232
$41K 0.03%
1,890
233
$40K 0.03%
5,000
234
$40K 0.03%
4,000
235
$40K 0.03%
39,600
236
$39K 0.03%
1,200
237
$39K 0.03%
376
238
$39K 0.03%
2,000
239
$39K 0.03%
600
240
$38K 0.03%
349
241
$38K 0.03%
839
242
$38K 0.03%
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-95
243
$38K 0.03%
29,184
244
$37K 0.03%
1,000
245
$36K 0.03%
519
246
$36K 0.03%
400
247
$36K 0.03%
12,500
-5,000
248
$35K 0.02%
375
249
$35K 0.02%
1,000
250
$35K 0.02%
1,000
8 9
10
11 12