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
$150M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.33M
3
+$1.15M
4
IBM icon
IBM
IBM
+$833K
5
FCX icon
Freeport-McMoran
FCX
+$620K

Top Sells

1
+$766K
2
+$716K
3
+$569K
4
L icon
Loews
L
+$551K
5
PNR icon
Pentair
PNR
+$483K

Sector Composition

1 Healthcare 12%
2 Technology 11.28%
3 Industrials 11.16%
4 Communication Services 10.79%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.03%
3,155
227
$43K 0.03%
52
-42
228
$43K 0.03%
1,600
229
$42K 0.03%
12,700
230
$42K 0.03%
3,000
+975
231
$39K 0.03%
349
232
$39K 0.03%
1,400
233
$39K 0.03%
170
234
$39K 0.03%
800
235
$38K 0.03%
2,300
236
$37K 0.02%
171
237
$37K 0.02%
30,000
-4,550
238
$36K 0.02%
1,100
-24
239
$36K 0.02%
4,000
+2,000
240
$36K 0.02%
100
241
$36K 0.02%
2,600
242
$36K 0.02%
648
243
$36K 0.02%
1,162
244
$36K 0.02%
309
245
$36K 0.02%
4,600
246
$35K 0.02%
825
247
$35K 0.02%
376
248
$35K 0.02%
800
249
$35K 0.02%
1,450
+1,050
250
$34K 0.02%
600
8 9
10
11 12