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
276
$21K 0.02%
240
277
$21K 0.02%
+500
278
$20K 0.02%
500
279
$20K 0.02%
1,900
280
$20K 0.02%
354
281
$20K 0.02%
514
282
$19K 0.01%
+500
283
$19K 0.01%
1,000
284
$19K 0.01%
100
285
$19K 0.01%
500
286
$19K 0.01%
3,155
287
$18K 0.01%
2,500
288
$18K 0.01%
1,111
289
$18K 0.01%
200
290
$17K 0.01%
364
291
$17K 0.01%
500
292
$17K 0.01%
220
293
$17K 0.01%
425
-414
294
$17K 0.01%
5,100
-11,400
295
$17K 0.01%
900
296
$16K 0.01%
1,000
297
$16K 0.01%
825
298
$16K 0.01%
+500
299
$16K 0.01%
5,000
300
$15K 0.01%
400
10 11
12
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