BAM

Brave Asset Management Portfolio holdings

AUM $421M
1-Year Est. Return 24.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.28%
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
+$2.5M
2
+$787K
3
+$567K
4
GILD icon
Gilead Sciences
GILD
+$492K
5
PMO
Putnam Municipal Opportunities Trust
PMO
+$490K

Top Sells

1
+$348K
2
+$320K
3
+$318K
4
XRX icon
Xerox
XRX
+$254K
5
IRDM icon
Iridium Communications
IRDM
+$248K

Sector Composition

1 Technology 12.6%
2 Industrials 11.33%
3 Healthcare 10.82%
4 Financials 9.3%
5 Energy 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K 0.01%
141
352
$11K 0.01%
140
353
$11K 0.01%
309
354
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231
355
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200
356
$10K 0.01%
220
357
$10K 0.01%
846
358
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100
359
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50
360
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239
361
$10K 0.01%
+472
362
$9K 0.01%
1,000
363
$9K 0.01%
100
-100
364
$9K 0.01%
200
365
– –
0
366
$8K 0.01%
487
367
$8K 0.01%
1,543
368
$8K 0.01%
94
369
$8K 0.01%
1,509
370
$8K 0.01%
180
371
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50
372
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187
373
$8K 0.01%
300
374
$8K 0.01%
313
375
$8K 0.01%
100
13 14
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