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
$126M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$911K
3
+$870K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$844K
5
KMI.WS
Kinder Morgan Inc
KMI.WS
+$527K

Top Sells

1
+$955K
2
+$634K
3
+$225K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$172K
5
NYT icon
New York Times
NYT
+$151K

Sector Composition

1 Technology 14.26%
2 Energy 10.52%
3 Industrials 10.01%
4 Financials 9.98%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$14K 0.01%
300
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50
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$14K 0.01%
500
330
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180
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235
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400
333
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4,000
334
$13K 0.01%
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335
$13K 0.01%
+1,000
336
$13K 0.01%
1,000
337
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450
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200
339
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340
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344
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200
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346
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347
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$11K 0.01%
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350
$11K 0.01%
140
12 13
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15 16