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
$140M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$787K
3
+$604K
4
PMO
Putnam Municipal Opportunities Trust
PMO
+$495K
5
GILD icon
Gilead Sciences
GILD
+$448K

Top Sells

1
+$358K
2
+$325K
3
+$320K
4
KMI.WS
Kinder Morgan Inc
KMI.WS
+$273K
5
XRX icon
Xerox
XRX
+$263K

Sector Composition

1 Technology 13.37%
2 Healthcare 10.82%
3 Industrials 10.56%
4 Financials 9.3%
5 Energy 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7K 0.01%
50
377
$7K 0.01%
1,400
378
$7K 0.01%
308
379
$7K 0.01%
287
380
$7K 0.01%
100
381
$6K ﹤0.01%
130
382
$6K ﹤0.01%
79
383
$6K ﹤0.01%
52
384
$6K ﹤0.01%
54
385
$6K ﹤0.01%
150
386
$5K ﹤0.01%
1,054
387
$5K ﹤0.01%
+1,000
388
$5K ﹤0.01%
126
389
$5K ﹤0.01%
54
390
$5K ﹤0.01%
130
391
$5K ﹤0.01%
+200
392
$5K ﹤0.01%
57
-2
393
$5K ﹤0.01%
1,300
394
$5K ﹤0.01%
250
395
$5K ﹤0.01%
450
396
$4K ﹤0.01%
40
397
$4K ﹤0.01%
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-141
398
– –
0
399
$4K ﹤0.01%
2,000
400
$4K ﹤0.01%
500
14 15
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