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
326
$14K 0.01%
+200
327
$14K 0.01%
191
328
$14K 0.01%
400
329
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266
330
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299
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331
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332
$14K 0.01%
1,000
333
$13K 0.01%
250
334
$13K 0.01%
1,000
335
$13K 0.01%
1,000
336
$13K 0.01%
180
337
$13K 0.01%
489
338
$13K 0.01%
100
339
$13K 0.01%
500
340
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341
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450
342
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300
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100
344
$12K 0.01%
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345
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+3,075
346
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347
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600
348
$12K 0.01%
500
349
$12K 0.01%
160
350
$11K 0.01%
200
12 13
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