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
376
$5K ﹤0.01%
54
377
$4K ﹤0.01%
1,013
-22
378
$4K ﹤0.01%
1,543
379
$4K ﹤0.01%
126
380
$4K ﹤0.01%
1,464
-1
381
$4K ﹤0.01%
130
382
$4K ﹤0.01%
57
383
$4K ﹤0.01%
308
384
$4K ﹤0.01%
2,000
385
$4K ﹤0.01%
450
386
$4K ﹤0.01%
15,000
-5,000
387
$4K ﹤0.01%
2,000
-2,000
388
$3K ﹤0.01%
280
389
$3K ﹤0.01%
200
390
$3K ﹤0.01%
250
391
– –
0
392
$3K ﹤0.01%
+5,000
393
$3K ﹤0.01%
500
394
$2K ﹤0.01%
59
395
$2K ﹤0.01%
40
396
$2K ﹤0.01%
8
397
$2K ﹤0.01%
200
398
$2K ﹤0.01%
250
399
$2K ﹤0.01%
500
400
– –
0
14 15
16
17 18