BAM

Brave Asset Management Portfolio holdings

AUM $409M
1-Year Est. Return 19.38%
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$616K
3
+$613K
4
CLF icon
Cleveland-Cliffs
CLF
+$590K
5
DVY icon
iShares Select Dividend ETF
DVY
+$399K

Top Sells

1
+$1.29M
2
+$732K
3
+$731K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$362K
5
NBR icon
Nabors Industries
NBR
+$361K

Sector Composition

1 Technology 13.41%
2 Energy 10.03%
3 Industrials 8.97%
4 Financials 8.78%
5 Healthcare 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.03%
22,075
-500
27
$1.37M 0.97%
13,500
28
$1.37M 0.96%
12,500
+1,100
29
$1.32M 0.93%
53,135
+1,400
30
$1.3M 0.92%
29,325
31
$1.29M 0.91%
15,026
-15,026
32
$1.29M 0.91%
16,250
-200
33
$1.28M 0.9%
12,030
34
$1.28M 0.9%
6,543
+498
35
$1.28M 0.9%
43,562
+33,118
36
$1.22M 0.86%
11,460
37
$1.16M 0.81%
10,550
38
$1.11M 0.78%
12,524
39
$1.07M 0.76%
17,619
40
$1.07M 0.75%
13,584
41
$1.07M 0.75%
726
-246
42
$1.04M 0.73%
24,144
-795
43
$1.02M 0.72%
38,228
44
$965K 0.68%
11,900
-500
45
$959K 0.68%
12,931
46
$892K 0.63%
8,900
-450
47
$880K 0.62%
14,986
48
$874K 0.62%
41,492
+29,106
49
$872K 0.62%
6,888
50
$855K 0.6%
31,100
1
2
3 4 5