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
$148M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$958K
3
+$741K
4
META icon
Meta Platforms (Facebook)
META
+$736K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$377K

Top Sells

1
+$360K
2
+$335K
3
+$223K
4
BP icon
BP
BP
+$210K
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$172K

Sector Composition

1 Healthcare 13.52%
2 Communication Services 13.19%
3 Industrials 11.65%
4 Technology 11.23%
5 Financials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.5%
7,125
+7,025
52
$741K 0.5%
+6,566
53
$727K 0.49%
10,284
54
$719K 0.49%
25,675
55
$712K 0.48%
18,550
56
$709K 0.48%
134,522
57
$683K 0.46%
8,950
-250
58
$677K 0.46%
13,550
-200
59
$671K 0.45%
11,124
+828
60
$636K 0.43%
7,550
61
$623K 0.42%
65,744
+2,000
62
$602K 0.41%
4,575
63
$584K 0.39%
17,112
64
$562K 0.38%
3,118
65
$551K 0.37%
8,279
-500
66
$536K 0.36%
269,353
+57,637
67
$528K 0.36%
265
+90
68
$523K 0.35%
14,940
+7,590
69
$513K 0.35%
10,550
70
$507K 0.34%
5,402
-100
71
$495K 0.33%
13,500
+3,300
72
$478K 0.32%
2,060
73
$473K 0.32%
4,700
74
$473K 0.32%
12,606
+3,000
75
$469K 0.32%
7,300
1 2
3
4 5