BAM

Brave Asset Management Portfolio holdings

AUM $409M
1-Year Est. Return 19.38%
This Quarter Est. Return
1 Year Est. Return
+19.38%
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
+$1.71M
2
+$1.41M
3
+$1.21M
4
BAC icon
Bank of America
BAC
+$858K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$679K

Top Sells

1
+$587K
2
+$542K
3
+$350K
4
FCX icon
Freeport-McMoran
FCX
+$306K
5
CMCSA icon
Comcast
CMCSA
+$218K

Sector Composition

1 Technology 14.02%
2 Financials 10.35%
3 Communication Services 9.41%
4 Consumer Discretionary 3.35%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HON icon
51
Honeywell
HON
$122B
$862K 0.21%
4,095
CRSP icon
52
CRISPR Therapeutics
CRSP
$5.1B
$845K 0.2%
13,034
-500
MKL icon
53
Markel Group
MKL
$26.2B
$839K 0.2%
439
MET icon
54
MetLife
MET
$50.4B
$811K 0.2%
9,850
CSX icon
55
CSX Corp
CSX
$65.8B
$804K 0.19%
22,641
+1,875
ABT icon
56
Abbott
ABT
$224B
$784K 0.19%
5,855
+161
EMR icon
57
Emerson Electric
EMR
$74.9B
$783K 0.19%
5,966
+1,000
TRV icon
58
Travelers Companies
TRV
$65.3B
$776K 0.19%
2,780
XOM icon
59
Exxon Mobil
XOM
$489B
$768K 0.19%
6,809
IBIT icon
60
iShares Bitcoin Trust
IBIT
$70.6B
$732K 0.18%
11,269
+132
ADP icon
61
Automatic Data Processing
ADP
$103B
$726K 0.18%
2,473
TXN icon
62
Texas Instruments
TXN
$153B
$703K 0.17%
3,826
MCO icon
63
Moody's
MCO
$87.6B
$697K 0.17%
1,463
TXT icon
64
Textron
TXT
$14.7B
$676K 0.16%
8,000
NEM icon
65
Newmont
NEM
$99B
$674K 0.16%
8,000
-1,900
KMI icon
66
Kinder Morgan
KMI
$60.8B
$665K 0.16%
23,500
CVX icon
67
Chevron
CVX
$302B
$658K 0.16%
4,235
+80
ADBE icon
68
Adobe
ADBE
$134B
$657K 0.16%
1,862
NFLX icon
69
Netflix
NFLX
$456B
$627K 0.15%
5,230
ABBV icon
70
AbbVie
ABBV
$402B
$624K 0.15%
2,697
VLO icon
71
Valero Energy
VLO
$53.9B
$605K 0.15%
3,555
-150
HIG icon
72
Hartford Financial Services
HIG
$38.2B
$599K 0.14%
4,487
META icon
73
Meta Platforms (Facebook)
META
$1.63T
$567K 0.14%
772
DE icon
74
Deere & Co
DE
$126B
$559K 0.14%
1,223
XLF icon
75
Financial Select Sector SPDR Fund
XLF
$52.3B
$559K 0.14%
10,374
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3
4 5