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
326
$14K 0.01%
100
327
$14K 0.01%
200
328
$14K 0.01%
200
329
$14K 0.01%
191
330
$14K 0.01%
1,155
331
$14K 0.01%
1,500
332
$13K 0.01%
200
333
$13K 0.01%
300
334
$13K 0.01%
1,375
335
$13K 0.01%
489
336
$13K 0.01%
160
337
$13K 0.01%
266
338
$13K 0.01%
600
339
$13K 0.01%
100
340
$13K 0.01%
500
341
$12K 0.01%
220
342
$12K 0.01%
450
343
$12K 0.01%
100
344
$11K 0.01%
316
345
$11K 0.01%
180
346
$11K 0.01%
3,075
347
$11K 0.01%
140
348
$11K 0.01%
1,000
349
$11K 0.01%
400
350
$11K 0.01%
600
-1,200
12 13
14
15 16