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
$126M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$911K
3
+$870K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$844K
5
KMI.WS
Kinder Morgan Inc
KMI.WS
+$527K

Top Sells

1
+$955K
2
+$634K
3
+$225K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$172K
5
NYT icon
New York Times
NYT
+$151K

Sector Composition

1 Technology 14.26%
2 Energy 10.52%
3 Industrials 10.01%
4 Financials 9.98%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 1.06%
43,026
-2,497
27
$1.3M 1.03%
16,450
+1,750
28
$1.27M 1.01%
81,520
+2,675
29
$1.23M 0.98%
11,400
-800
30
$1.22M 0.96%
29,325
-1,500
31
$1.21M 0.96%
11,460
32
$1.2M 0.95%
972
-66
33
$1.17M 0.93%
12,030
34
$1.16M 0.92%
51,735
+6,700
35
$1.13M 0.9%
56,100
-8,500
36
$1.13M 0.9%
6,045
+1,263
37
$1.12M 0.89%
635,300
+299,296
38
$1.11M 0.88%
12,524
39
$1.09M 0.87%
13,584
-200
40
$1.03M 0.82%
17,619
+300
41
$1.01M 0.8%
38,228
-5,534
42
$1.01M 0.8%
20,300
+18,350
43
$981K 0.78%
24,939
-3,362
44
$951K 0.75%
21,600
+500
45
$930K 0.74%
12,400
46
$922K 0.73%
224,766
-36,014
47
$921K 0.73%
12,931
-666
48
$894K 0.71%
10,550
49
$893K 0.71%
18,079,678
+2,954,573
50
$861K 0.68%
6,888
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2
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