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
$355M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$918K
3
+$334K
4
EQT icon
EQT Corp
EQT
+$286K
5
UNP icon
Union Pacific
UNP
+$237K

Top Sells

1
+$13.2M
2
+$9.4M
3
+$4.28M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$570K
5
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$318K

Sector Composition

1 Technology 11.95%
2 Communication Services 11.24%
3 Financials 7.52%
4 Consumer Discretionary 3.06%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.39%
929
27
$1.33M 0.37%
8,147
28
$1.28M 0.36%
11,777
29
$1.25M 0.35%
2,099
+28
30
$1.22M 0.34%
7,760
-70
31
$1.17M 0.33%
4,062
-25
32
$1.15M 0.32%
8,787
+62
33
$1.11M 0.31%
7,599
+62
34
$1.1M 0.31%
7,865
35
$1.09M 0.31%
18,439
+82
36
$1.06M 0.3%
34,750
-1,500
37
$1.05M 0.29%
1,799
-126
38
$1.01M 0.28%
11,030
-1,178
39
$983K 0.28%
4,687
-11
40
$937K 0.26%
18,541
-152
41
$927K 0.26%
32,195
-5,870
42
$876K 0.25%
8,763
+501
43
$864K 0.24%
5,782
+13
44
$856K 0.24%
17,280
+2,200
45
$841K 0.24%
22,319
+44
46
$743K 0.21%
1,742
-44
47
$726K 0.2%
20,928
+66
48
$725K 0.2%
7,453
-257
49
$725K 0.2%
7,778
50
$665K 0.19%
6,040
-54
1
2
3 4 5