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
$156M
AUM Growth
+$311K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.75M
3
+$701K
4
BA icon
Boeing
BA
+$692K
5
C.WS.A
Citigroup Inc
C.WS.A
+$638K

Top Sells

1
+$4.49M
2
+$1.71M
3
+$934K
4
PMO
Putnam Municipal Opportunities Trust
PMO
+$795K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$784K

Sector Composition

1 Communication Services 14.16%
2 Technology 11.1%
3 Industrials 10.67%
4 Healthcare 10.6%
5 Financials 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$894K 0.57%
11,540
-300
52
$877K 0.56%
913,297
-712,595
53
$869K 0.56%
22,520
+3,460
54
$840K 0.54%
16,000
55
$837K 0.54%
15,010
56
$822K 0.53%
35,045
+18,265
57
$804K 0.51%
6,566
58
$762K 0.49%
34,472
-5,750
59
$736K 0.47%
10,550
60
$724K 0.46%
83,700
-197,209
61
$715K 0.46%
9,494
+50
62
$707K 0.45%
6,248
+6,196
63
$705K 0.45%
20,316
+5,730
64
$695K 0.44%
19,412
65
$684K 0.44%
2,855
-263
66
$669K 0.43%
4,575
+675
67
$655K 0.42%
4,311,190
+4,199,201
68
$643K 0.41%
120,649
-47,198
69
$639K 0.41%
18,240
70
$616K 0.39%
5,230
71
$614K 0.39%
7,907
+491
72
$583K 0.37%
17,112
73
$550K 0.35%
7,475
74
$527K 0.34%
7,179
75
$525K 0.34%
8,050
1 2
3
4 5