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
$211M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$4.42M
3
+$3.04M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.96M
5
APO icon
Apollo Global Management
APO
+$1.88M

Top Sells

1
+$4.96M
2
+$3.01M
3
+$2.62M
4
BAC icon
Bank of America
BAC
+$1.62M
5
MSFT icon
Microsoft
MSFT
+$1.34M

Sector Composition

1 Technology 11.9%
2 Communication Services 10.97%
3 Financials 7.9%
4 Healthcare 5.08%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.73%
19,405
-49
27
$1.41M 0.67%
6,609
+706
28
$1.41M 0.67%
43,350
29
$1.38M 0.65%
10,305
-31
30
$1.35M 0.64%
4,290
31
$1.27M 0.6%
14,728
32
$1.2M 0.57%
14,436
-275
33
$995K 0.47%
2,028
34
$982K 0.47%
+2,900
35
$948K 0.45%
6,365
36
$912K 0.43%
15,323
+2,746
37
$902K 0.43%
41,894
+9,215
38
$892K 0.42%
7,665
-34
39
$863K 0.41%
5,240
40
$860K 0.41%
11,740
41
$854K 0.4%
24,863
-2,676
42
$846K 0.4%
1,086
43
$832K 0.39%
16,850
-225
44
$827K 0.39%
20,988
-1,725
45
$791K 0.37%
8,400
46
$760K 0.36%
3,784
47
$729K 0.35%
5,242
-32
48
$641K 0.3%
4,338
49
$603K 0.29%
8,550
+1,300
50
$576K 0.27%
4,970
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