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
$143M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.28M
3
+$856K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$813K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$751K

Top Sells

1
+$714K
2
+$677K
3
+$632K
4
FE icon
FirstEnergy
FE
+$517K
5
CHS
Chicos FAS, Inc.
CHS
+$187K

Sector Composition

1 Healthcare 12.58%
2 Technology 12.32%
3 Industrials 10.06%
4 Financials 9.33%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$834K 0.58%
31,100
52
$810K 0.57%
9,200
+300
53
$799K 0.56%
10,296
+9,680
54
$758K 0.53%
7,230
+45
55
$757K 0.53%
18,550
-200
56
$748K 0.52%
4,650
-350
57
$748K 0.52%
52,350
-2,679
58
$728K 0.51%
134,522
+58,300
59
$721K 0.51%
29,700
-2,763
60
$710K 0.5%
6,566
61
$673K 0.47%
10,584
-1,400
62
$661K 0.46%
17,323
63
$654K 0.46%
4,261
-37
64
$653K 0.46%
20,126
-711
65
$646K 0.45%
15,459
66
$616K 0.43%
900
67
$604K 0.42%
26,500
68
$598K 0.42%
21,800
+1,384
69
$576K 0.4%
18,372
70
$574K 0.4%
5,675
71
$556K 0.39%
8,191
72
$549K 0.38%
7,550
73
$545K 0.38%
21,150
+3,800
74
$531K 0.37%
10,200
75
$506K 0.35%
4,820
+215
1 2
3
4 5