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
$175M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.11M
3
+$1.61M
4
GE icon
GE Aerospace
GE
+$1.13M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.01M

Top Sells

1
+$1.95M
2
+$1.63M
3
+$839K
4
ZD icon
Ziff Davis
ZD
+$665K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$630K

Sector Composition

1 Healthcare 11.46%
2 Technology 10.89%
3 Communication Services 9.45%
4 Industrials 9.19%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$968K 0.51%
6,086
-889
52
$935K 0.49%
10,929
+985
53
$921K 0.48%
10,123
-1,300
54
$915K 0.48%
157,790
-5,000
55
$898K 0.47%
4,897
-891
56
$891K 0.47%
9,515
-975
57
$890K 0.47%
18,400
-4,148
58
$887K 0.47%
9,650
-2,500
59
$884K 0.46%
76,100
+100
60
$846K 0.44%
10,177
+2,923
61
$843K 0.44%
25,068
-3,184
62
$843K 0.44%
16,000
63
$821K 0.43%
7,825
-1,700
64
$821K 0.43%
8,940
-900
65
$815K 0.43%
16,282
66
$773K 0.41%
78,094
-25,651
67
$750K 0.39%
3,164
68
$732K 0.38%
18,130
-12,500
69
$723K 0.38%
11,510
-550
70
$691K 0.36%
4,980
+7
71
$662K 0.35%
52,431
-1,000
72
$655K 0.34%
14,523
-2,272
73
$595K 0.31%
32,877
-7,800
74
$570K 0.3%
729,667
-116,035
75
$562K 0.3%
5,128
-7,652
1 2
3
4 5