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
$126M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$911K
3
+$870K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$844K
5
KMI.WS
Kinder Morgan Inc
KMI.WS
+$527K

Top Sells

1
+$955K
2
+$634K
3
+$225K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$172K
5
NYT icon
New York Times
NYT
+$151K

Sector Composition

1 Technology 14.26%
2 Energy 10.52%
3 Industrials 10.01%
4 Financials 9.98%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K 0.01%
450
377
$8K 0.01%
298
378
$8K 0.01%
4,500
379
$8K 0.01%
287
380
$7K 0.01%
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381
$7K 0.01%
100
382
$7K 0.01%
50
383
$7K 0.01%
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384
$7K 0.01%
98
385
$6K ﹤0.01%
130
386
$6K ﹤0.01%
100
387
$6K ﹤0.01%
187
388
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389
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390
$6K ﹤0.01%
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391
$6K ﹤0.01%
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392
$5K ﹤0.01%
126
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393
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38
394
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395
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396
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397
$5K ﹤0.01%
59
398
– –
0
399
$5K ﹤0.01%
150
400
$4K ﹤0.01%
130
14 15
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