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
$126M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$911K
3
+$870K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$844K
5
KMI.WS
Kinder Morgan Inc
KMI.WS
+$527K

Top Sells

1
+$955K
2
+$634K
3
+$225K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$172K
5
NYT icon
New York Times
NYT
+$151K

Sector Composition

1 Technology 14.26%
2 Energy 10.52%
3 Industrials 10.01%
4 Financials 9.98%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.03%
2,000
252
$33K 0.03%
1,398
253
$33K 0.03%
519
254
$32K 0.03%
1,000
255
$32K 0.03%
494
+247
256
$31K 0.02%
1,050
257
$31K 0.02%
839
258
$31K 0.02%
1,200
259
$30K 0.02%
376
260
$30K 0.02%
375
261
$30K 0.02%
1,600
262
$29K 0.02%
349
263
$29K 0.02%
798
264
$29K 0.02%
1,111
265
$29K 0.02%
300
266
$28K 0.02%
182
267
$28K 0.02%
+500
268
$28K 0.02%
309
269
$27K 0.02%
1,600
270
$27K 0.02%
483
271
$27K 0.02%
385
272
$27K 0.02%
550
273
$27K 0.02%
600
274
$26K 0.02%
+1,900
275
$26K 0.02%
598
+299
9 10
11
12 13