BAM
Brave Asset Management Portfolio holdings
AUM
$424M
1-Year Est. Return
21.39%
This Fund
S&P 500
1 Year Est. Return
+21.39%
AUM
$409M
AUM Growth
+$42.1M
(+11%)
Holding
178
Top Buys
| 1 | +$1.53M | |
| 2 | +$1.25M | |
| 3 | +$1.17M | |
| 4 |
Bank of America
BAC
|
+$811K |
| 5 |
Microsoft
MSFT
|
+$660K |
Top Sells
| 1 | +$565K | |
| 2 | +$504K | |
| 3 | +$350K | |
| 4 |
Freeport-McMoran
FCX
|
+$306K |
| 5 |
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
IBM
IBM
$225B
| $2.11M | 0.52% |
7,479
|
|
||
27
Goldman Sachs
GS
$258B
| $1.9M | 0.46% |
2,382
-680
|
|
||
28
Johnson & Johnson
JNJ
$599B
| $1.76M | 0.43% |
9,497
-15
|
|
||
29
Allstate
ALL
$55.8B
| $1.69M | 0.41% |
7,865
|
|
||
30
Oracle
ORCL
$418B
| $1.6M | 0.39% |
5,706
+441
|
|
||
31
iShares Preferred and Income Securities ETF
PFF
$14.1B
| $1.59M | 0.39% |
50,311
+6,287
|
|
||
32
Coca-Cola
KO
$351B
| $1.58M | 0.39% |
23,810
|
|
||
33
White Mountains Insurance
WTM
$5.51B
| $1.54M | 0.38% |
924
|
|
||
34
Eli Lilly
LLY
$992B
| $1.44M | 0.35% |
1,881
|
|
||
|
35
Bank of America
BAC
$359B
| $1.39M | 0.34% |
26,999
+16,624
|
|
||
36
Yum! Brands
YUM
$46.6B
| $1.33M | 0.32% |
8,733
|
|
||
37
Cisco
CSCO
$314B
| $1.31M | 0.32% |
19,142
+1,300
|
|
||
38
Merck
MRK
$306B
| $1.18M | 0.29% |
14,034
+669
|
|
||
39
Verizon
VZ
$211B
| $1.17M | 0.29% |
26,701
-852
|
|
||
40
Procter & Gamble
PG
$389B
| $1.14M | 0.28% |
7,449
|
|
||
41
Vanguard Value ETF
VTV
$171B
| $1.1M | 0.27% |
5,913
|
|
||
42
3M
MMM
$87.1B
| $1.07M | 0.26% |
6,870
|
|
||
43
Apollo Global Management
APO
$60.6B
| $1.04M | 0.25% |
7,778
|
|
||
44
Amgen
AMGN
$209B
| $995K | 0.24% |
3,525
+600
|
|
||
45
Mastercard
MA
$461B
| $991K | 0.24% |
1,743
|
|
||
46
Home Depot
HD
$379B
| $958K | 0.23% |
2,365
|
|
||
47
AT&T
T
$196B
| $958K | 0.23% |
33,922
-4,822
|
|
||
48
Citigroup
C
$193B
| $916K | 0.22% |
9,024
|
|
||
49
RadNet
RDNT
$5.4B
| $899K | 0.22% |
11,791
|
|
||
50
Lowe's Companies
LOW
$148B
| $866K | 0.21% |
3,445
+400
|
|