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Brave Asset Management Portfolio holdings
AUM
$467M
1-Year Est. Return
33.05%
This Fund
S&P 500
This Quarter
Est. Return
+8.3%
1 Year Est. Return
+33.05%
3 Year Est. Return
+76.26%
5 Year Est. Return
+83.39%
10 Year Est. Return
+335.31%
AUM
$125M
AUM Growth
–
Cap. Flow
+$121M
Cap. Flow
% of AUM
96.88%
Top 10 Holdings %
Top 10 Hldgs %
24.37%
Holding
431
New
430
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
+$4.84M |
| 2 |
iShares Select Dividend ETF
DVY
|
+$3.52M |
| 3 |
ExxonMobil
XOM
|
+$3.13M |
| 4 |
GE Aerospace
GE
|
+$2.92M |
| 5 |
Pfizer
PFE
|
+$2.69M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.17% |
| 2 | Industrials | 11.31% |
| 3 | Financials | 10.07% |
| 4 | Energy | 9.92% |
| 5 | Healthcare | 9.33% |
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Brave Asset Management's Q4 2013 Portfolio in Review
Q4 2013 is the first quarter with a 13F filing on record for Brave Asset Management, which disclosed 431 positions worth $125M. Its ten largest holdings account for 24% of the portfolio.
Its largest position is iShares Preferred and Income Securities ETF: 128,155 shares worth $4.72M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, followed by Industrials and Financials.
- Brave Asset Management's largest Q4 2013 buy was iShares Preferred and Income Securities ETF: 128,155 shares worth $4.72M.
- Brave Asset Management's ten largest holdings make up 24% of its $125M portfolio in Q4 2013.
- Brave Asset Management disclosed 431 positions in Q4 2013, its first 13F filing on record.
Based on Brave Asset Management's 13F filing for Q4 2013, filed 11 Feb 2014.