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
301
$22K 0.02%
514
302
$22K 0.02%
758
303
$22K 0.02%
700
304
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100
305
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306
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240
307
$20K 0.01%
500
308
$19K 0.01%
354
309
$19K 0.01%
364
310
$19K 0.01%
424
-1,250
311
$18K 0.01%
2,500
312
$18K 0.01%
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313
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314
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315
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1,500
316
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300
317
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318
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212
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$15K 0.01%
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320
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400
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$14K 0.01%
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322
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$14K 0.01%
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324
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+333
325
$14K 0.01%
1,375
11 12
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