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
401
$4K ﹤0.01%
2,000
402
$4K ﹤0.01%
89
-600
403
$4K ﹤0.01%
49
404
$3K ﹤0.01%
75
405
$3K ﹤0.01%
141
406
$3K ﹤0.01%
40
407
$3K ﹤0.01%
50
408
$3K ﹤0.01%
10,000
409
$2K ﹤0.01%
57
410
$2K ﹤0.01%
100
411
$2K ﹤0.01%
118
412
$2K ﹤0.01%
8
413
$2K ﹤0.01%
250
414
$2K ﹤0.01%
500
415
$2K ﹤0.01%
100
416
$1K ﹤0.01%
93
417
$1K ﹤0.01%
2
418
$1K ﹤0.01%
64
419
$0 ﹤0.01%
10
420
– –
-1,000
421
– –
-189
422
– –
-950
423
– –
-1,000
424
– –
-9,500
425
– –
-6,000
14 15 16
17
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