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
$314M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.21M
3
+$3.54M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.37M
5
AMZN icon
Amazon
AMZN
+$2.25M

Top Sells

1
+$14.2M
2
+$4.43M
3
+$824K
4
GE icon
GE Aerospace
GE
+$314K
5
V icon
Visa
V
+$295K

Sector Composition

1 Communication Services 12.23%
2 Technology 11.21%
3 Financials 7.03%
4 Healthcare 3.14%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.41%
36,250
27
$1.27M 0.4%
11,902
28
$1.24M 0.39%
3,782
+780
29
$1.24M 0.39%
7,980
+150
30
$1.15M 0.37%
8,725
31
$1.14M 0.36%
18,400
-100
32
$1.12M 0.36%
7,537
33
$1.11M 0.35%
12,655
+250
34
$1.1M 0.35%
21,098
+636
35
$1.08M 0.34%
8,229
-1,274
36
$1.01M 0.32%
4,189
+1,198
37
$978K 0.31%
11,131
+594
38
$961K 0.3%
5,030
-112
39
$906K 0.29%
8,262
+57
40
$872K 0.28%
7,865
41
$821K 0.26%
5,944
42
$812K 0.26%
4,975
-122
43
$798K 0.25%
2,071
+43
44
$715K 0.23%
3,842
+108
45
$692K 0.22%
11,950
46
$672K 0.21%
7,710
47
$662K 0.21%
518
+9
48
$661K 0.21%
1,925
+99
49
$650K 0.21%
37,150
-500
50
$649K 0.21%
1,786
+119
1
2
3 4 5