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
276
$28K 0.02%
1,111
277
$28K 0.02%
1,925
-675
278
$27K 0.02%
1,000
279
$27K 0.02%
1,400
280
$26K 0.02%
665
281
$25K 0.02%
493
+160
282
$25K 0.02%
239
283
$25K 0.02%
500
284
$25K 0.02%
2,500
285
$25K 0.02%
+4,000
286
$24K 0.02%
172
287
$24K 0.02%
500
288
$24K 0.02%
100
289
$24K 0.02%
310
290
$24K 0.02%
700
291
$24K 0.02%
1,000
292
$23K 0.02%
1,900
293
$23K 0.02%
1,000
294
$23K 0.02%
285
295
$23K 0.02%
100
296
$22K 0.02%
200
297
$21K 0.01%
364
298
$21K 0.01%
514
299
$21K 0.01%
900
300
$20K 0.01%
101,071
10 11
12
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