BAM

Brave Asset Management Portfolio holdings

AUM $367M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$757K
3
+$516K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$487K
5
PNR icon
Pentair
PNR
+$454K

Top Sells

1
+$2.06M
2
+$1M
3
+$635K
4
CB
CHUBB CORPORATION
CB
+$540K
5
VYX icon
NCR Voyix
VYX
+$433K

Sector Composition

1 Healthcare 14.11%
2 Industrials 12.03%
3 Technology 11.81%
4 Financials 9.59%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$39K 0.03%
2,400
-1,200
227
$38K 0.03%
600
228
$38K 0.03%
1,500
229
$38K 0.03%
1,000
230
$37K 0.03%
376
231
$37K 0.03%
7,500
-2,500
232
$37K 0.03%
1,400
-1,000
233
$37K 0.03%
1,162
234
$36K 0.03%
519
235
$36K 0.03%
4,000
236
$36K 0.03%
+12,000
237
$36K 0.03%
600
238
$35K 0.03%
1,050
239
$35K 0.03%
7,000
+4,000
240
$34K 0.03%
+483
241
$34K 0.03%
375
242
$33K 0.03%
349
243
$33K 0.03%
800
244
$33K 0.03%
1,000
245
$32K 0.02%
4,600
-9,500
246
$31K 0.02%
1,000
247
$31K 0.02%
171
248
$31K 0.02%
2,000
249
$31K 0.02%
550
250
$30K 0.02%
300
8 9
10
11 12