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
$142M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$616K
3
+$613K
4
CLF icon
Cleveland-Cliffs
CLF
+$590K
5
DVY icon
iShares Select Dividend ETF
DVY
+$399K

Top Sells

1
+$1.29M
2
+$732K
3
+$731K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$362K
5
NBR icon
Nabors Industries
NBR
+$361K

Sector Composition

1 Technology 13.41%
2 Energy 10.03%
3 Industrials 8.97%
4 Financials 8.78%
5 Healthcare 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$854K 0.6%
19,400
-2,200
52
$846K 0.6%
19,674
53
$845K 0.6%
16,000
54
$760K 0.54%
70,150
+56,900
55
$745K 0.53%
49,500
+39,200
56
$745K 0.53%
4,298
57
$722K 0.51%
37,350
-18,750
58
$715K 0.5%
29,400
59
$707K 0.5%
21,379
60
$697K 0.49%
20,080
61
$697K 0.49%
217,766
-7,000
62
$659K 0.46%
25,000
+1,500
63
$627K 0.44%
4,805
64
$618K 0.44%
6,566
65
$616K 0.43%
7,185
66
$598K 0.42%
5,000
67
$591K 0.42%
17,300
-3,000
68
$585K 0.41%
17,833
-2,038
69
$580K 0.41%
10,200
70
$580K 0.41%
16,500
71
$569K 0.4%
24,725
-3,500
72
$554K 0.39%
15,459
73
$548K 0.39%
900
74
$542K 0.38%
6,450
+100
75
$542K 0.38%
18,079,678
1 2
3
4 5