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
$143M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.28M
3
+$856K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$813K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$751K

Top Sells

1
+$714K
2
+$677K
3
+$632K
4
FE icon
FirstEnergy
FE
+$517K
5
CHS
Chicos FAS, Inc.
CHS
+$187K

Sector Composition

1 Healthcare 12.58%
2 Technology 12.32%
3 Industrials 10.06%
4 Financials 9.33%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35K 0.02%
309
252
$35K 0.02%
1,600
253
$34K 0.02%
1,050
254
$34K 0.02%
600
255
$33K 0.02%
100
256
$33K 0.02%
648
257
$33K 0.02%
1,875
258
$33K 0.02%
171
259
$33K 0.02%
1,200
260
$33K 0.02%
+1,000
261
$33K 0.02%
1,600
262
$32K 0.02%
+1,398
263
$32K 0.02%
761
264
$31K 0.02%
800
265
$31K 0.02%
798
266
$31K 0.02%
2,000
267
$31K 0.02%
3,000
268
$31K 0.02%
300
269
$31K 0.02%
550
270
$30K 0.02%
500
271
$30K 0.02%
20,000
272
$30K 0.02%
2,500
273
$29K 0.02%
300
274
$29K 0.02%
1,200
275
$28K 0.02%
1,200
9 10
11
12 13