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
$143M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.28M
3
+$856K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$813K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$751K

Top Sells

1
+$714K
2
+$677K
3
+$632K
4
FE icon
FirstEnergy
FE
+$517K
5
CHS
Chicos FAS, Inc.
CHS
+$187K

Sector Composition

1 Healthcare 12.58%
2 Technology 12.32%
3 Industrials 10.06%
4 Financials 9.33%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
500
402
$3K ﹤0.01%
393
403
$2K ﹤0.01%
1,564
404
$2K ﹤0.01%
59
405
$2K ﹤0.01%
100
406
$2K ﹤0.01%
118
407
$2K ﹤0.01%
8
408
$2K ﹤0.01%
+500
409
$2K ﹤0.01%
1,500
410
$2K ﹤0.01%
100
411
$2K ﹤0.01%
600
412
$2K ﹤0.01%
100
413
$2K ﹤0.01%
250
414
$1K ﹤0.01%
93
415
$1K ﹤0.01%
55
416
$1K ﹤0.01%
578
417
$1K ﹤0.01%
33
418
$1K ﹤0.01%
9
419
$1K ﹤0.01%
24
420
$1K ﹤0.01%
64
421
$0 ﹤0.01%
10
422
– –
-1,363
423
– –
-94
424
– –
-2,000
425
– –
-100
14 15 16
17
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