BAM
Brave Asset Management Portfolio holdings
AUM
$367M
1-Year Return
13.76%
This Quarter Return
+4.39%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$140M
AUM Growth
+$5.12M
(+3.8%)
Cap. Flow
+$2.95M
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
23.72%
Holding
468
New
30
Increased
47
Reduced
78
Closed
28
Top Buys
| 1 |
Ziff Davis
ZD
|
+$2.79M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$787K |
| 3 |
Tapestry
TPR
|
+$604K |
| 4 |
PMO
Putnam Municipal Opportunities Trust
PMO
|
+$495K |
| 5 |
Gilead Sciences
GILD
|
+$448K |
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
+$358K |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
+$325K |
| 3 |
NNJ
NUVEEN (NJ)PREM INCM MUNI FUND
NNJ
|
+$320K |
| 4 |
KMI.WS
Kinder Morgan Inc
KMI.WS
|
+$273K |
| 5 |
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% |
