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
$341M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$701K
3
+$470K
4
VZ icon
Verizon
VZ
+$310K
5
SCHW icon
Charles Schwab
SCHW
+$295K

Top Sells

1
+$421K
2
+$380K
3
+$267K
4
CRWD icon
CrowdStrike
CRWD
+$220K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$219K

Sector Composition

1 Technology 11.93%
2 Communication Services 11.11%
3 Financials 6.96%
4 Healthcare 2.93%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.4%
11,902
27
$1.32M 0.39%
7,980
28
$1.29M 0.38%
929
-112
29
$1.29M 0.38%
3,985
+203
30
$1.27M 0.37%
36,250
31
$1.21M 0.35%
8,725
32
$1.18M 0.34%
12,655
33
$1.14M 0.34%
7,537
34
$1.12M 0.33%
8,375
+146
35
$1.11M 0.32%
18,357
-43
36
$1.06M 0.31%
12,614
+1,483
37
$1.04M 0.3%
4,998
-32
38
$1.01M 0.3%
2,071
39
$983K 0.29%
18,993
-2,105
40
$943K 0.28%
4,248
+59
41
$903K 0.26%
1,925
42
$886K 0.26%
8,262
43
$858K 0.25%
7,865
44
$828K 0.24%
5,825
-119
45
$792K 0.23%
21,288
+8,345
46
$711K 0.21%
20,862
47
$702K 0.21%
1,786
48
$697K 0.2%
7,710
49
$692K 0.2%
3,067
50
$692K 0.2%
3,842
1
2
3 4 5