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
$156M
AUM Growth
+$311K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.75M
3
+$701K
4
BA icon
Boeing
BA
+$692K
5
C.WS.A
Citigroup Inc
C.WS.A
+$638K

Top Sells

1
+$4.49M
2
+$1.71M
3
+$934K
4
PMO
Putnam Municipal Opportunities Trust
PMO
+$795K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$784K

Sector Composition

1 Communication Services 14.16%
2 Technology 11.1%
3 Industrials 10.67%
4 Healthcare 10.6%
5 Financials 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 1.09%
30,452
27
$1.59M 1.02%
38,320
28
$1.51M 0.97%
43,467
-750
29
$1.48M 0.95%
13,680
-7,260
30
$1.4M 0.89%
10,900
31
$1.37M 0.88%
12,366
-66
32
$1.28M 0.82%
10,300
33
$1.26M 0.81%
104,131
+528
34
$1.25M 0.8%
11,991
+744
35
$1.22M 0.78%
21,040
-100
36
$1.21M 0.77%
10,588
37
$1.14M 0.73%
16,716
+567
38
$1.1M 0.7%
12,710
-786
39
$1.1M 0.7%
1,312
40
$1.09M 0.7%
9,467
41
$1.08M 0.69%
4,650
42
$1.07M 0.69%
103,545
-625
43
$1.07M 0.69%
6,588
44
$1.07M 0.68%
12,077
-50,730
45
$1.06M 0.68%
21,064
+500
46
$1.04M 0.66%
13,986
47
$1.03M 0.66%
12,234
48
$969K 0.62%
73,446
-6,537
49
$944K 0.6%
19,192
-348
50
$894K 0.57%
29,585
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