BAM
Brave Asset Management Portfolio holdings
AUM
$367M
1-Year Return
13.76%
This Quarter Return
+14.35%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$156M
AUM Growth
+$311K
(+0.2%)
Cap. Flow
-$13.9M
Cap. Flow
% of AUM
-8.88%
Top 10 Holdings %
Top 10 Hldgs %
33.42%
Holding
398
New
2
Increased
44
Reduced
39
Closed
244
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$5.03M |
| 2 |
Ziff Davis
ZD
|
+$2.75M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$701K |
| 4 |
Boeing
BA
|
+$692K |
| 5 |
C.WS.A
Citigroup Inc
C.WS.A
|
+$638K |
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
+$4.49M |
| 2 |
ZIONZ
Zions Bancorporation N.A. Warrants
ZIONZ
|
+$1.71M |
| 3 |
Vanguard Total Bond Market
BND
|
+$934K |
| 4 |
PMO
Putnam Municipal Opportunities Trust
PMO
|
+$795K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$784K |
Sector Composition
| 1 | Communication Services | 14.16% |
| 2 | Technology | 11.1% |
| 3 | Industrials | 10.67% |
| 4 | Healthcare | 10.6% |
| 5 | Financials | 9.94% |
