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
$295M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$57.4M
2
+$15M
3
+$14.2M
4
DVY icon
iShares Select Dividend ETF
DVY
+$10.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M

Top Sells

1
+$4.71M
2
+$4.35M
3
+$2.09M
4
DIS icon
Walt Disney
DIS
+$1.71M
5
AMZN icon
Amazon
AMZN
+$1.46M

Sector Composition

1 Communication Services 11.31%
2 Technology 9.77%
3 Financials 7.59%
4 Healthcare 3.5%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.47%
7,830
27
$1.34M 0.45%
9,503
28
$1.32M 0.45%
11,902
29
$1.2M 0.41%
13,620
+1,000
30
$1.18M 0.4%
18,500
31
$1.16M 0.39%
36,250
-6,100
32
$1.14M 0.39%
7,537
33
$1.12M 0.38%
8,725
34
$1.1M 0.37%
5,142
35
$1.07M 0.36%
7,865
36
$1.06M 0.36%
10,537
-299
37
$1.03M 0.35%
3,002
38
$975K 0.33%
20,462
+615
39
$920K 0.31%
12,405
+1
40
$915K 0.31%
5,097
41
$905K 0.31%
8,205
-504
42
$865K 0.29%
32,733
+385
43
$865K 0.29%
11,950
44
$834K 0.28%
5,944
-444
45
$786K 0.27%
25,734
+9,600
46
$786K 0.27%
2,991
-2,527
47
$741K 0.25%
7,710
48
$682K 0.23%
2,028
49
$681K 0.23%
37,650
50
$677K 0.23%
6,169
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2
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