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
$150M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.33M
3
+$1.15M
4
IBM icon
IBM
IBM
+$833K
5
FCX icon
Freeport-McMoran
FCX
+$620K

Top Sells

1
+$766K
2
+$716K
3
+$569K
4
L icon
Loews
L
+$551K
5
PNR icon
Pentair
PNR
+$483K

Sector Composition

1 Healthcare 12%
2 Technology 11.28%
3 Industrials 11.16%
4 Communication Services 10.79%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$761K 0.51%
18,690
52
$739K 0.49%
7,559
+329
53
$726K 0.49%
10,644
-480
54
$697K 0.47%
11,500
+1,700
55
$696K 0.47%
13,000
-50
56
$688K 0.46%
96,569
+64,562
57
$652K 0.44%
19,410
+3,770
58
$646K 0.43%
17,112
59
$618K 0.41%
17,860
+1,160
60
$595K 0.4%
7,550
61
$587K 0.39%
7,300
62
$581K 0.39%
66,846
+19,500
63
$571K 0.38%
5,445
+230
64
$563K 0.38%
9,053
+741
65
$562K 0.38%
10,550
66
$542K 0.36%
+6,426
67
$527K 0.35%
120,300
+2,000
68
$516K 0.35%
9,243
69
$513K 0.34%
10,065
+1,565
70
$498K 0.33%
7,679
-600
71
$491K 0.33%
3,305
+187
72
$475K 0.32%
55,144
-4,600
73
$464K 0.31%
10,459
74
$439K 0.29%
17,554
-7,742
75
$435K 0.29%
4,300
1 2
3
4 5