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
276
$30K 0.02%
483
277
$28K 0.02%
+1,200
278
$27K 0.02%
665
279
$27K 0.02%
798
280
$27K 0.02%
+300
281
$27K 0.02%
101,071
-2,450
282
$26K 0.02%
1,000
283
$26K 0.02%
1,155
284
$26K 0.02%
2,000
285
$25K 0.02%
1,200
-4,800
286
$25K 0.02%
+100
287
$25K 0.02%
239
288
$25K 0.02%
1,400
289
$24K 0.02%
500
290
$24K 0.02%
1,000
291
$24K 0.02%
200
-200
292
$24K 0.02%
250
293
$23K 0.02%
172
294
$23K 0.02%
310
295
$23K 0.02%
285
296
$23K 0.02%
900
297
$23K 0.02%
900
298
$23K 0.02%
1,400
+800
299
$22K 0.02%
1,900
300
$22K 0.02%
1,111
10 11
12
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