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
$143M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.28M
3
+$856K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$813K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$751K

Top Sells

1
+$714K
2
+$677K
3
+$632K
4
FE icon
FirstEnergy
FE
+$517K
5
CHS
Chicos FAS, Inc.
CHS
+$187K

Sector Composition

1 Healthcare 12.58%
2 Technology 12.32%
3 Industrials 10.06%
4 Financials 9.33%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.01%
14,845
27
$1.38M 0.97%
11,930
+700
28
$1.34M 0.94%
2,582,236
+331,331
29
$1.33M 0.94%
16,678
-2,020
30
$1.33M 0.93%
6,457
+199
31
$1.33M 0.93%
21,314
32
$1.31M 0.92%
31,525
+1,650
33
$1.28M 0.9%
+29,454
34
$1.26M 0.88%
40,446
35
$1.23M 0.86%
12,314
-210
36
$1.22M 0.86%
11,450
-150
37
$1.2M 0.84%
97,731
+17,500
38
$1.2M 0.84%
43,485
-950
39
$1.18M 0.83%
10,988
40
$1.16M 0.81%
20,450
-325
41
$1.11M 0.78%
68,044
-4,500
42
$1.08M 0.76%
7,195
43
$1.04M 0.73%
12,694
+260
44
$995K 0.7%
13,986
-1,000
45
$994K 0.7%
6,888
46
$960K 0.67%
13,850
-700
47
$890K 0.62%
40,450
+3,100
48
$874K 0.61%
10,550
49
$869K 0.61%
25,675
-3,985
50
$844K 0.59%
16,000
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