BAM

Brave Asset Management Portfolio holdings

AUM $424M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
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
451
$0 ﹤0.01%
+2
452
– –
-298
453
– –
-5,000
454
– –
-233
455
$0 ﹤0.01%
24
456
– –
-4,000
457
– –
-11,000
458
– –
-1,000
459
– –
-4,000
460
– –
-23,500
461
– –
-17,500
462
– –
-500
15 16 17 18
19