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
351
$8K 0.01%
180
352
$8K 0.01%
50
353
$8K 0.01%
187
354
$8K 0.01%
3,075
355
$8K 0.01%
300
356
$8K 0.01%
239
357
$8K 0.01%
150
358
$7K 0.01%
487
359
$7K 0.01%
100
360
$7K 0.01%
50
361
$7K 0.01%
102
362
$7K 0.01%
258
363
$7K 0.01%
27,775
364
$7K 0.01%
400
365
$7K 0.01%
100
366
$6K ﹤0.01%
500
367
$6K ﹤0.01%
500
368
$6K ﹤0.01%
200
369
$6K ﹤0.01%
71
370
$6K ﹤0.01%
1,300
371
$6K ﹤0.01%
52
372
$6K ﹤0.01%
309
373
$6K ﹤0.01%
313
374
$5K ﹤0.01%
54
375
$5K ﹤0.01%
79