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
$178M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.93M
3
+$2.22M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.09M
5
DELL icon
Dell
DELL
+$1.06M

Top Sells

1
+$4.21M
2
+$3.05M
3
+$1.25M
4
LLY icon
Eli Lilly
LLY
+$1.04M
5
HON icon
Honeywell
HON
+$672K

Sector Composition

1 Technology 13.75%
2 Communication Services 9.52%
3 Financials 8.04%
4 Healthcare 7.19%
5 Energy 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$726K 0.41%
10,369
-2,185
52
$702K 0.39%
2,396
+303
53
$690K 0.39%
5,543
+158
54
$675K 0.38%
26,154
-6,000
55
$671K 0.38%
2,278
56
$664K 0.37%
6,054
-469
57
$655K 0.37%
11,470
-3,154
58
$647K 0.36%
3,164
59
$631K 0.35%
4,738
-2,000
60
$620K 0.35%
11,460
+500
61
$616K 0.35%
6,575
-340
62
$608K 0.34%
12,235
-700
63
$605K 0.34%
+3,940
64
$602K 0.34%
3,641
65
$581K 0.33%
8,710
-2,000
66
$550K 0.31%
3,680
-116
67
$521K 0.29%
4,525
-1,025
68
$520K 0.29%
+13,530
69
$515K 0.29%
37,315
70
$501K 0.28%
15,350
71
$457K 0.26%
8,050
72
$435K 0.24%
1,646
+75
73
$419K 0.24%
14,700
74
$405K 0.23%
7,268
-82
75
$385K 0.22%
+13,022
1 2
3
4 5