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
$131M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$757K
3
+$516K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$487K
5
PNR icon
Pentair
PNR
+$454K

Top Sells

1
+$2.06M
2
+$1M
3
+$635K
4
CB
CHUBB CORPORATION
CB
+$540K
5
VYX icon
NCR Voyix
VYX
+$433K

Sector Composition

1 Healthcare 14.11%
2 Industrials 12.03%
3 Technology 11.81%
4 Financials 9.59%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$30K 0.02%
1,600
252
$29K 0.02%
1,600
253
$29K 0.02%
1,200
254
$28K 0.02%
100
255
$28K 0.02%
600
256
$28K 0.02%
309
257
$27K 0.02%
1,160
258
$27K 0.02%
1,000
259
$27K 0.02%
798
260
$26K 0.02%
25,000
+5,000
261
$26K 0.02%
+4,000
262
$26K 0.02%
3,800
263
$26K 0.02%
1,400
264
$26K 0.02%
1,200
265
$26K 0.02%
1,000
266
$26K 0.02%
300
267
$25K 0.02%
+1,000
268
$24K 0.02%
+3,654
269
$24K 0.02%
400
270
$24K 0.02%
22,900
-500
271
$22K 0.02%
172
272
$22K 0.02%
2,300
-1,300
273
$22K 0.02%
100
274
$22K 0.02%
239
275
$22K 0.02%
+5,000
9 10
11
12 13