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
301
$20K 0.01%
354
302
$20K 0.01%
500
303
$20K 0.01%
758
304
$19K 0.01%
600
-700
305
$19K 0.01%
825
-175
306
$19K 0.01%
240
307
$19K 0.01%
900
308
$19K 0.01%
424
309
$19K 0.01%
+20,000
310
$19K 0.01%
46,000
311
$18K 0.01%
1,000
312
$18K 0.01%
2,500
313
$18K 0.01%
372
314
$18K 0.01%
500
315
$17K 0.01%
220
316
$17K 0.01%
1,155
317
$16K 0.01%
3,000
+2,000
318
$16K 0.01%
474
319
$16K 0.01%
2,000
320
$16K 0.01%
250
321
$16K 0.01%
1,400
322
$15K 0.01%
300
323
$15K 0.01%
400
324
$15K 0.01%
212
325
$14K 0.01%
250
11 12
13
14 15