BAM

Brave Asset Management Portfolio holdings

AUM $367M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.93M
3
+$2.22M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.09M
5
DELL icon
Dell
DELL
+$1.06M

Top Sells

1
+$4.21M
2
+$3.05M
3
+$1.25M
4
LLY icon
Eli Lilly
LLY
+$1.04M
5
HON icon
Honeywell
HON
+$672K

Sector Composition

1 Technology 13.75%
2 Communication Services 9.52%
3 Financials 8.04%
4 Healthcare 7.19%
5 Energy 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.02%
62,755
+672
27
$1.74M 0.97%
21,683
-6,158
28
$1.7M 0.95%
35,487
-6,021
29
$1.52M 0.85%
15,257
-350
30
$1.49M 0.83%
10,676
-3,433
31
$1.46M 0.82%
18,149
-2,021
32
$1.45M 0.81%
19,283
+871
33
$1.39M 0.78%
4,305
34
$1.35M 0.76%
15,922
-5,737
35
$1.29M 0.72%
25,269
+1,705
36
$1.29M 0.72%
8,879
-1,928
37
$1.21M 0.68%
3,331
-950
38
$1.11M 0.62%
20,300
-3,250
39
$1.11M 0.62%
1,086
40
$1.06M 0.6%
+41,321
41
$1.02M 0.57%
4,788
-324
42
$1.02M 0.57%
177,525
+26,735
43
$981K 0.55%
9,650
44
$978K 0.55%
13,022
-7,836
45
$937K 0.53%
7,109
+1,300
46
$902K 0.51%
+18,286
47
$875K 0.49%
5,014
-3,850
48
$862K 0.48%
+9,100
49
$817K 0.46%
32,270
-8,597
50
$767K 0.43%
12,581
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