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
$172M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$904K
2
+$478K
3
+$400K
4
CDLX icon
Cardlytics
CDLX
+$385K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$358K

Top Sells

1
+$6.75M
2
+$1.75M
3
+$1.06M
4
DVY icon
iShares Select Dividend ETF
DVY
+$664K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$460K

Sector Composition

1 Technology 13.01%
2 Communication Services 10.48%
3 Financials 8.73%
4 Healthcare 6.8%
5 Energy 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$736K 0.42%
5,920
-134
52
$716K 0.41%
10,369
53
$702K 0.4%
11,631
+161
54
$700K 0.4%
11,460
55
$677K 0.39%
5,709
+166
56
$668K 0.38%
11,731
-850
57
$656K 0.38%
3,164
58
$645K 0.37%
4,538
-200
59
$629K 0.36%
2,278
60
$609K 0.35%
6,575
61
$604K 0.35%
26,154
62
$582K 0.33%
8,710
63
$577K 0.33%
12,235
64
$563K 0.32%
3,488
-153
65
$547K 0.31%
3,680
66
$498K 0.29%
4,525
67
$490K 0.28%
18,150
+2,800
68
$447K 0.26%
1,646
69
$445K 0.26%
11,740
-1,790
70
$441K 0.25%
7,268
71
$401K 0.23%
25,823
+10,233
72
$399K 0.23%
3,084
73
$395K 0.23%
14,118
+182
74
$385K 0.22%
+11,500
75
$373K 0.21%
6,475
-1,575
1 2
3
4 5