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
$183M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.51M
3
+$2.07M
4
GS icon
Goldman Sachs
GS
+$2.05M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$3.59M
2
+$3.24M
3
+$1.51M
4
NLY icon
Annaly Capital Management
NLY
+$1.36M
5
GE icon
GE Aerospace
GE
+$979K

Sector Composition

1 Technology 11.53%
2 Communication Services 10.93%
3 Financials 9.8%
4 Healthcare 9.36%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.13%
63,292
27
$2.14M 1.12%
17,326
-57
28
$2.13M 1.11%
49,385
+1,611
29
$2.04M 1.06%
25,798
-1,304
30
$1.95M 1.02%
42,293
31
$1.92M 1%
17,906
+1,351
32
$1.88M 0.98%
21,862
+271
33
$1.82M 0.95%
132,295
34
$1.78M 0.93%
12,401
-318
35
$1.75M 0.91%
19,910
+2,433
36
$1.66M 0.86%
9,534
-235
37
$1.62M 0.84%
54,787
-570
38
$1.6M 0.83%
34,885
-853
39
$1.59M 0.83%
13,939
-574
40
$1.56M 0.82%
10,644
+365
41
$1.43M 0.74%
4,650
42
$1.39M 0.73%
+73,441
43
$1.39M 0.72%
26,614
44
$1.31M 0.68%
613,222
-116,445
45
$1.3M 0.68%
+15,774
46
$1.29M 0.67%
24,107
47
$1.26M 0.66%
17,594
-7,682
48
$1.1M 0.57%
9,088
-400
49
$1.01M 0.53%
9,650
50
$997K 0.52%
5,525
-561
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2
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