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
$146M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.85M
3
+$4.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.87M

Top Sells

1
+$15.2M
2
+$12.4M
3
+$4.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.52M
5
JPM.WS
JPMorgan Chase
JPM.WS
+$3.08M

Sector Composition

1 Technology 13.08%
2 Financials 11.3%
3 Healthcare 10.4%
4 Communication Services 8.58%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$664K 0.45%
11,110
-200
52
$656K 0.44%
12,594
+7,454
53
$623K 0.42%
5,732
-1,752
54
$600K 0.4%
6,523
-984
55
$587K 0.39%
5,399
+14
56
$581K 0.39%
7,215
-375
57
$580K 0.39%
+24,360
58
$573K 0.39%
10,960
+260
59
$546K 0.37%
3,269
-8,582
60
$531K 0.36%
12,935
-1,250
61
$519K 0.35%
5,550
-200
62
$515K 0.35%
2,278
-705
63
$479K 0.32%
3,996
64
$477K 0.32%
3,641
65
$459K 0.31%
37,315
66
$411K 0.28%
11,330
-1,199
67
$402K 0.27%
8,050
-31,720
68
$384K 0.26%
11,950
-23,334
69
$379K 0.25%
38,680
+17,090
70
$360K 0.24%
8,203
71
$336K 0.23%
8,560
72
$331K 0.22%
14,700
73
$330K 0.22%
11,000
-46,166
74
$327K 0.22%
7,350
75
$325K 0.22%
24,003
1 2
3
4 5