BAM

Brave Asset Management Portfolio holdings

AUM $367M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$757K
3
+$516K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$487K
5
PNR icon
Pentair
PNR
+$454K

Top Sells

1
+$2.06M
2
+$1M
3
+$635K
4
CB
CHUBB CORPORATION
CB
+$540K
5
VYX icon
NCR Voyix
VYX
+$433K

Sector Composition

1 Healthcare 14.11%
2 Industrials 12.03%
3 Technology 11.81%
4 Financials 9.59%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11K 0.01%
130
327
$11K 0.01%
114
328
$11K 0.01%
1,100
-1,033
329
$11K 0.01%
1,400
330
$10K 0.01%
100
-350
331
$10K 0.01%
100
332
$10K 0.01%
200
333
$10K 0.01%
1,375
334
$10K 0.01%
489
335
$10K 0.01%
140
336
$10K 0.01%
600
337
$10K 0.01%
+1,000
338
$10K 0.01%
100
339
$10K 0.01%
311
340
$10K 0.01%
900
-967
341
$10K 0.01%
2,321
-643
342
$10K 0.01%
1,000
343
$10K 0.01%
1,500
344
$9K 0.01%
130
345
$9K 0.01%
76
346
$9K 0.01%
100
347
$9K 0.01%
180
348
$9K 0.01%
472
349
$8K 0.01%
1,000
350
$8K 0.01%
1,000
12 13
14
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