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
$189M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.96M
3
+$4.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.87M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.8M

Top Sells

1
+$5.16M
2
+$2.22M
3
+$2.1M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.24M
5
DVY icon
iShares Select Dividend ETF
DVY
+$869K

Sector Composition

1 Technology 13.9%
2 Communication Services 11.37%
3 Financials 6.14%
4 Healthcare 5.06%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.69%
4,290
27
$1.28M 0.67%
14,728
-1,861
28
$1.23M 0.64%
27,539
+1,146
29
$1.22M 0.64%
14,711
-1,085
30
$1.12M 0.59%
43,350
-1,500
31
$1.06M 0.55%
22,713
-640
32
$1.05M 0.55%
5,903
+390
33
$964K 0.5%
1,086
34
$895K 0.47%
6,365
-13
35
$889K 0.46%
7,699
+34
36
$883K 0.46%
2,028
37
$832K 0.44%
11,740
38
$815K 0.43%
8,400
39
$763K 0.4%
17,075
-5,305
40
$758K 0.4%
5,240
-22
41
$748K 0.39%
3,784
+620
42
$746K 0.39%
32,679
+6,694
43
$693K 0.36%
12,577
+736
44
$631K 0.33%
5,274
+32
45
$613K 0.32%
4,338
46
$606K 0.32%
4,970
-605
47
$552K 0.29%
7,175
-1,055
48
$540K 0.28%
8,710
49
$540K 0.28%
6,049
+490
50
$507K 0.27%
7,250
-500
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2
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