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
401
$4K ﹤0.01%
89
402
$4K ﹤0.01%
50
403
$3K ﹤0.01%
+100
404
$3K ﹤0.01%
280
405
$3K ﹤0.01%
8
406
$3K ﹤0.01%
+200
407
$3K ﹤0.01%
141
408
$3K ﹤0.01%
1,500
-59
409
$3K ﹤0.01%
4,500
410
$3K ﹤0.01%
600
411
$2K ﹤0.01%
1,564
412
$2K ﹤0.01%
59
413
$2K ﹤0.01%
100
414
$2K ﹤0.01%
118
415
$2K ﹤0.01%
+55
416
$2K ﹤0.01%
250
417
$2K ﹤0.01%
+100
418
$2K ﹤0.01%
500
419
$2K ﹤0.01%
100
420
$1K ﹤0.01%
93
421
$1K ﹤0.01%
+578
422
$1K ﹤0.01%
33
423
$1K ﹤0.01%
50
424
$1K ﹤0.01%
9
425
$1K ﹤0.01%
24
+12
15 16
17
18 19