BAM
Brave Asset Management Portfolio holdings
AUM
$367M
1-Year Return
13.76%
This Quarter Return
+4.32%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$156M
AUM Growth
+$6.48M
(+4.3%)
Cap. Flow
+$1.6M
Cap. Flow
% of AUM
1.03%
Top 10 Holdings %
Top 10 Hldgs %
28.64%
Holding
426
New
17
Increased
47
Reduced
98
Closed
31
Top Buys
| 1 |
JPM.WS
JPMorgan Chase
JPM.WS
|
+$1.19M |
| 2 |
Meta Platforms (Facebook)
META
|
+$950K |
| 3 |
Travelers Companies
TRV
|
+$752K |
| 4 |
Delta Air Lines
DAL
|
+$698K |
| 5 |
iShares Select Dividend ETF
DVY
|
+$504K |
Top Sells
| 1 |
GE Aerospace
GE
|
+$829K |
| 2 |
Ziff Davis
ZD
|
+$600K |
| 3 |
Caterpillar
CAT
|
+$517K |
| 4 |
Qualcomm
QCOM
|
+$339K |
| 5 |
Seagate
STX
|
+$333K |
Sector Composition
| 1 | Healthcare | 11.6% |
| 2 | Technology | 11.43% |
| 3 | Communication Services | 11.12% |
| 4 | Industrials | 10.28% |
| 5 | Financials | 9.55% |
