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BAM
Brave Asset Management Portfolio holdings
AUM
$467M
1-Year Est. Return
33.05%
This Fund
S&P 500
This Quarter
Est. Return
+16.31%
1 Year Est. Return
+33.05%
3 Year Est. Return
+76.26%
5 Year Est. Return
+83.39%
10 Year Est. Return
+335.31%
AUM
$467M
AUM Growth
+$46.7M
(+11%)
Cap. Flow
-$6.17M
Cap. Flow
% of AUM
-1.32%
Top 10 Holdings %
Top 10 Hldgs %
64.25%
Holding
168
New
12
Increased
18
Reduced
50
Closed
22
Top Buys
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
+$6.41M |
| 2 |
ExxonMobil
XOM
|
+$2.57M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$2.55M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.38M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$1.19M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$15.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.68M |
| 3 |
Apple
AAPL
|
+$968K |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
+$891K |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
+$504K |
Sector Composition
| 1 | Technology | 13.41% |
| 2 | Communication Services | 11.69% |
| 3 | Financials | 9.26% |
| 4 | Consumer Discretionary | 3.02% |
| 5 | Industrials | 2.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Travelers Companies
TRV
$70B
| $895K | 0.19% |
2,710
| – | – |
|
52
Mastercard
MA
$473B
| $873K | 0.19% |
1,699
| – | – |
|
53
Home Depot
HD
$340B
| $871K | 0.19% |
2,469
-113
| -4% | -$36.8K |
|
54
CrowdStrike
CRWD
$211B
| $841K | 0.18% |
4,408
| – | – |
|
55
Markel Group
MKL
$24.1B
| $818K | 0.18% |
419
-20
| -5% | -$37.3K |
|
56
Flex
FLEX
$47.2B
| $810K | 0.17% |
5,000
| – | – |
|
57
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
| $798K | 0.17% |
13,706
+6,142
| +81% | +$358K |
|
58
Deere & Co
DE
$159B
| $780K | 0.17% |
1,229
| – | – |
|
59
Meta Platforms (Facebook)
META
$1.73T
| $762K | 0.16% |
1,352
+560
| +71% | +$342K |
|
60
Vanguard Small-Cap ETF
VB
$80B
| $760K | 0.16% |
2,506
+259
| +12% | +$74.2K |
|
61
Lowe's Companies
LOW
$118B
| $760K | 0.16% |
3,445
| – | – |
|
62
Emerson Electric
EMR
$76.3B
| $751K | 0.16% |
5,246
| – | – |
|
63
Kinder Morgan
KMI
$71.6B
| $735K | 0.16% |
23,000
-500
| -2% | -$16.1K |
|
64
RadNet
RDNT
$4.83B
| $727K | 0.16% |
11,791
| – | – |
|
65
Textron
TXT
$15.4B
| $713K | 0.15% |
7,773
| – | – |
|
66
AT&T
T
$149B
| $688K | 0.15% |
33,222
-700
| -2% | -$17.4K |
|
67
Moody's
MCO
$88.1B
| $663K | 0.14% |
1,463
| – | – |
|
68
MetLife
MET
$59.3B
| $643K | 0.14% |
7,600
-2,250
| -23% | -$181K |
|
69
Oracle
ORCL
$382B
| $631K | 0.14% |
4,306
-236
| -5% | -$42.8K |
|
70
Texas Pacific Land
TPL
$28.5B
| $613K | 0.13% |
1,401
| – | – |
|
71
CRISPR Therapeutics
CRSP
$5.06B
| $613K | 0.13% |
11,234
-6,800
| -38% | -$358K |
|
72
GE Aerospace
GE
$376B
| $606K | 0.13% |
1,621
| – | – |
|
73
Chevron
CVX
$362B
| $603K | 0.13% |
3,636
-1,070
| -23% | -$199K |
|
74
Hartford Financial Services
HIG
$36.9B
| $586K | 0.13% |
4,425
| – | – |
|
75
ConocoPhillips
COP
$136B
| $580K | 0.12% |
5,577
-269
| -5% | -$31.9K |
|
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