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
$183M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.51M
3
+$2.07M
4
GS icon
Goldman Sachs
GS
+$2.05M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$3.59M
2
+$3.24M
3
+$1.51M
4
NLY icon
Annaly Capital Management
NLY
+$1.36M
5
GE icon
GE Aerospace
GE
+$979K

Sector Composition

1 Technology 11.53%
2 Communication Services 10.93%
3 Financials 9.8%
4 Healthcare 9.36%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$975K 0.51%
66,100
-10,000
52
$972K 0.51%
1,142
53
$969K 0.5%
4,888
-9
54
$960K 0.5%
25,068
55
$950K 0.49%
9,639
+124
56
$941K 0.49%
6,418
+1,438
57
$935K 0.49%
7,525
-300
58
$930K 0.48%
10,123
59
$926K 0.48%
157,790
60
$914K 0.48%
10,825
-104
61
$883K 0.46%
16,082
-200
62
$867K 0.45%
8,340
-600
63
$836K 0.44%
16,000
64
$788K 0.41%
11,310
-200
65
$784K 0.41%
16,574
-1,826
66
$743K 0.39%
18,130
67
$714K 0.37%
4,363
-2,488
68
$713K 0.37%
68,462
-9,632
69
$675K 0.35%
8,066
-11,697
70
$653K 0.34%
14,523
71
$603K 0.31%
32,877
72
$573K 0.3%
46,431
-6,000
73
$561K 0.29%
5,128
74
$555K 0.29%
10,540
+1,000
75
$547K 0.28%
4,368
-215
1 2
3
4 5