BAM

Brave Asset Management Portfolio holdings

AUM $424M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$8.94M
2
+$938K
3
+$729K
4
META icon
Meta Platforms (Facebook)
META
+$722K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$358K

Top Sells

1
+$340K
2
+$339K
3
+$227K
4
NWLIA
NATL WESTN LIFE INS CO CL A
NWLIA
+$223K
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$207K

Sector Composition

1 Healthcare 13.52%
2 Communication Services 13.19%
3 Industrials 12.14%
4 Technology 10.75%
5 Financials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$25K 0.02%
1,160
277
$25K 0.02%
1,200
278
$24K 0.02%
+444
279
$24K 0.02%
500
280
$23K 0.02%
240
281
$23K 0.02%
239
282
$23K 0.02%
+1,600
283
$22K 0.01%
5,000
284
$22K 0.01%
514
285
$22K 0.01%
12,000
+5,000
286
$21K 0.01%
1,000
287
$21K 0.01%
+150
288
$21K 0.01%
1,400
289
$21K 0.01%
2,000
+1,000
290
$20K 0.01%
354
291
$20K 0.01%
100
292
$20K 0.01%
100
293
$20K 0.01%
+500
294
$20K 0.01%
5,000
295
$19K 0.01%
1,900
296
$19K 0.01%
1,111
297
$19K 0.01%
250
298
$18K 0.01%
500
299
$18K 0.01%
2,500
300
$18K 0.01%
220
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