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
$126M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$911K
3
+$870K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$844K
5
KMI.WS
Kinder Morgan Inc
KMI.WS
+$527K

Top Sells

1
+$955K
2
+$634K
3
+$225K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$172K
5
NYT icon
New York Times
NYT
+$151K

Sector Composition

1 Technology 14.26%
2 Energy 10.52%
3 Industrials 10.01%
4 Financials 9.98%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$848K 0.67%
14,986
52
$844K 0.67%
+16,000
53
$806K 0.64%
9,350
-650
54
$791K 0.63%
4,298
-575
55
$749K 0.59%
19,674
56
$728K 0.58%
28,225
-800
57
$683K 0.54%
20,080
-3,300
58
$671K 0.53%
29,400
-1,500
59
$660K 0.52%
21,379
-858
60
$648K 0.51%
19,871
+2,038
61
$644K 0.51%
23,500
62
$637K 0.51%
31,100
-2,000
63
$617K 0.49%
5,000
64
$592K 0.47%
16,500
65
$575K 0.46%
7,185
66
$573K 0.45%
10,200
67
$571K 0.45%
4,805
+1,050
68
$559K 0.44%
6,566
69
$545K 0.43%
15,459
70
$542K 0.43%
8,507
-2,185
71
$540K 0.43%
900
+100
72
$535K 0.42%
34,600
-3,000
73
$534K 0.42%
39,850
-2,600
74
$529K 0.42%
70,500
+6,000
75
$507K 0.4%
6,350
+583
1 2
3
4 5