BAM

Brave Asset Management Portfolio holdings

AUM $421M
1-Year Est. Return 24.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.28%
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
+$2.5M
2
+$787K
3
+$567K
4
GILD icon
Gilead Sciences
GILD
+$492K
5
PMO
Putnam Municipal Opportunities Trust
PMO
+$490K

Top Sells

1
+$348K
2
+$320K
3
+$318K
4
XRX icon
Xerox
XRX
+$254K
5
IRDM icon
Iridium Communications
IRDM
+$248K

Sector Composition

1 Technology 12.6%
2 Industrials 11.33%
3 Healthcare 10.82%
4 Financials 9.3%
5 Energy 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
64
427
$1K ﹤0.01%
+393
428
$0 ﹤0.01%
10
429
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-125
430
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431
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432
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434
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$0 ﹤0.01%
8
436
$0 ﹤0.01%
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441
$0 ﹤0.01%
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442
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444
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$0 ﹤0.01%
24
446
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-4,000
447
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448
– –
-1,000
449
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-23,500
450
– –
-17,500
15 16 17
18
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