BAM

Brave Asset Management Portfolio holdings

AUM $421M
1-Year Est. Return 24.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$409M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.25M
3
+$1.17M
4
BAC icon
Bank of America
BAC
+$811K
5
MSFT icon
Microsoft
MSFT
+$660K

Top Sells

1
+$565K
2
+$504K
3
+$350K
4
FCX icon
Freeport-McMoran
FCX
+$306K
5
CMCSA icon
Comcast
CMCSA
+$218K

Sector Composition

1 Technology 14%
2 Financials 10.35%
3 Communication Services 9.41%
4 Consumer Discretionary 3.35%
5 Industrials 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.11M 0.52%
7,479
27
$1.9M 0.46%
2,382
-680
28
$1.76M 0.43%
9,497
-15
29
$1.69M 0.41%
7,865
30
$1.6M 0.39%
5,706
+441
31
$1.59M 0.39%
50,311
+6,287
32
$1.58M 0.39%
23,810
33
$1.54M 0.38%
924
34
$1.44M 0.35%
1,881
35
$1.39M 0.34%
26,999
+16,624
36
$1.33M 0.32%
8,733
37
$1.31M 0.32%
19,142
+1,300
38
$1.18M 0.29%
14,034
+669
39
$1.17M 0.29%
26,701
-852
40
$1.14M 0.28%
7,449
41
$1.1M 0.27%
5,913
42
$1.07M 0.26%
6,870
43
$1.04M 0.25%
7,778
44
$995K 0.24%
3,525
+600
45
$991K 0.24%
1,743
46
$958K 0.23%
2,365
47
$958K 0.23%
33,922
-4,822
48
$916K 0.22%
9,024
49
$899K 0.22%
11,791
50
$866K 0.21%
3,445
+400
1
2
3 4 5