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
401
$1K ﹤0.01%
100
402
$1K ﹤0.01%
93
403
$1K ﹤0.01%
118
404
$1K ﹤0.01%
55
405
$1K ﹤0.01%
500
406
$1K ﹤0.01%
141
407
$1K ﹤0.01%
33
408
$1K ﹤0.01%
1,500
409
$1K ﹤0.01%
100
410
$1K ﹤0.01%
9
411
$1K ﹤0.01%
4,500
412
$1K ﹤0.01%
64
413
$1K ﹤0.01%
100
414
– –
-68,432
415
$0 ﹤0.01%
10
416
– –
-3,820
417
$0 ﹤0.01%
2
-220
418
– –
-466
419
– –
-285
420
– –
-1,200
421
– –
-1,200
422
– –
-3,500
423
$0 ﹤0.01%
8
424
$0 ﹤0.01%
43
425
– –
-160
15 16
17
18 19