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
$160M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$6.01M
3
+$4.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M
5
GLD icon
SPDR Gold Trust
GLD
+$1.89M

Top Sells

1
+$10.8M
2
+$8.29M
3
+$3.24M
4
HCA icon
HCA Healthcare
HCA
+$2.9M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.44M

Sector Composition

1 Communication Services 13.01%
2 Technology 12.83%
3 Financials 6.48%
4 Healthcare 5.26%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.81%
15,796
-548
27
$1.3M 0.81%
4,290
28
$1.24M 0.77%
19,693
-398
29
$1.04M 0.65%
9,109
+393
30
$1.01M 0.63%
5,513
+944
31
$1M 0.63%
26,393
-1,210
32
$990K 0.62%
22,380
-569
33
$988K 0.62%
1,086
34
$921K 0.58%
44,850
35
$918K 0.57%
23,353
-476
36
$869K 0.54%
11,811
+1,800
37
$836K 0.52%
6,378
38
$813K 0.51%
7,665
+1,098
39
$771K 0.48%
8,400
40
$722K 0.45%
5,575
41
$704K 0.44%
5,262
+248
42
$682K 0.43%
11,740
+540
43
$645K 0.4%
2,028
-250
44
$636K 0.4%
11,841
+210
45
$615K 0.38%
8,230
+2,500
46
$577K 0.36%
5,242
+1,742
47
$572K 0.36%
25,985
-2,010
48
$555K 0.35%
4,338
-200
49
$489K 0.31%
3,164
50
$469K 0.29%
4,225
-300
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