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
$140M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$787K
3
+$604K
4
PMO
Putnam Municipal Opportunities Trust
PMO
+$495K
5
GILD icon
Gilead Sciences
GILD
+$448K

Top Sells

1
+$358K
2
+$325K
3
+$320K
4
KMI.WS
Kinder Morgan Inc
KMI.WS
+$273K
5
XRX icon
Xerox
XRX
+$263K

Sector Composition

1 Technology 13.37%
2 Healthcare 10.82%
3 Industrials 10.56%
4 Financials 9.3%
5 Energy 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34K 0.02%
1,200
252
$34K 0.02%
309
253
$34K 0.02%
1,600
254
$33K 0.02%
20,000
+5,000
255
$33K 0.02%
500
256
$33K 0.02%
375
257
$33K 0.02%
300
258
$33K 0.02%
494
259
$33K 0.02%
1,800
260
$32K 0.02%
1,050
261
$32K 0.02%
761
-150
262
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349
263
$32K 0.02%
600
264
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-500
265
$32K 0.02%
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266
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267
$32K 0.02%
550
268
$31K 0.02%
500
269
$31K 0.02%
2,500
270
$31K 0.02%
648
271
$31K 0.02%
171
272
$31K 0.02%
385
273
$30K 0.02%
800
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274
$30K 0.02%
100
275
$30K 0.02%
1,890
9 10
11
12 13