BAM
Brave Asset Management Portfolio holdings
AUM
$367M
This Quarter Return
-7.87%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$131M
AUM Growth
+$131M
(-8.5%)
Cap. Flow
+$1.55M
Cap. Flow
% of AUM
1.18%
Top 10 Holdings %
Top 10 Hldgs %
26.03%
Holding
462
New
21
Increased
46
Reduced
54
Closed
29
Top Buys
| 1 |
CELG
Celgene Corp
CELG
|
$1.28M |
| 2 |
Boeing
BA
|
$757K |
| 3 |
Gilead Sciences
GILD
|
$516K |
| 4 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$487K |
| 5 |
Pentair
PNR
|
$454K |
Top Sells
| 1 |
Comcast
CMCSA
|
$2.06M |
| 2 |
JPM.WS
JPMorgan Chase
JPM.WS
|
$1M |
| 3 |
Travelers Companies
TRV
|
$635K |
| 4 |
CB
CHUBB CORPORATION
CB
|
$540K |
| 5 |
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% |