BAM

Brave Asset Management Portfolio holdings

AUM $421M
1-Year Est. Return 24.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.11M
3
+$1.62M
4
GE icon
GE Aerospace
GE
+$1.18M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$990K

Top Sells

1
+$1.79M
2
+$1.44M
3
+$840K
4
ZD icon
Ziff Davis
ZD
+$701K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$630K

Sector Composition

1 Healthcare 11.46%
2 Technology 10.89%
3 Communication Services 9.45%
4 Industrials 9.19%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.15%
44,718
+22,491
27
$1.96M 1.12%
11,183
-598
28
$1.96M 1.12%
40,689
-2,017
29
$1.84M 1.05%
21,978
+4,177
30
$1.83M 1.05%
37,643
-4,327
31
$1.83M 1.05%
132,295
+116,500
32
$1.82M 1.04%
9,769
-174
33
$1.81M 1.03%
28,892
+3,603
34
$1.78M 1.02%
30,398
+10,141
35
$1.75M 1%
22,788
+1,859
36
$1.65M 0.94%
14,513
+2,494
37
$1.65M 0.94%
47,774
+3,559
38
$1.65M 0.94%
21,591
+1,003
39
$1.61M 0.92%
42,293
-9,145
40
$1.61M 0.92%
35,738
-3,197
41
$1.58M 0.9%
16,555
-211
42
$1.47M 0.84%
24,107
-1,008
43
$1.4M 0.8%
6,851
+1,409
44
$1.4M 0.8%
55,357
+2,556
45
$1.4M 0.8%
10,906
-1,661
46
$1.39M 0.8%
17,477
+4,098
47
$1.34M 0.77%
4,650
48
$1.26M 0.72%
26,614
49
$1.12M 0.64%
9,488
50
$979K 0.56%
1,142
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