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
$172M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$904K
2
+$478K
3
+$400K
4
CDLX icon
Cardlytics
CDLX
+$385K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$358K

Top Sells

1
+$6.75M
2
+$1.75M
3
+$1.06M
4
DVY icon
iShares Select Dividend ETF
DVY
+$664K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$460K

Sector Composition

1 Technology 13.01%
2 Communication Services 10.48%
3 Financials 8.73%
4 Healthcare 6.8%
5 Energy 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.05%
35,352
-135
27
$1.69M 0.97%
21,060
-623
28
$1.61M 0.93%
4,305
29
$1.46M 0.84%
19,554
+271
30
$1.38M 0.79%
17,135
-1,014
31
$1.35M 0.78%
10,476
-200
32
$1.3M 0.75%
15,359
-563
33
$1.28M 0.73%
44,850
-61,307
34
$1.25M 0.72%
22,949
-2,320
35
$1.25M 0.72%
3,275
-56
36
$1.21M 0.69%
8,688
+1,579
37
$1.2M 0.69%
8,716
-163
38
$1.17M 0.67%
1,086
39
$1.02M 0.59%
9,400
-250
40
$1.01M 0.58%
177,525
41
$997K 0.57%
20,175
-125
42
$996K 0.57%
4,788
43
$920K 0.53%
10,600
+1,500
44
$892K 0.51%
12,507
-515
45
$892K 0.51%
8,746
-6,511
46
$882K 0.51%
5,977
+2,037
47
$848K 0.49%
5,014
48
$821K 0.47%
17,239
-1,047
49
$788K 0.45%
55,091
+17,776
50
$780K 0.45%
27,305
-4,965
1
2
3 4 5