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
$160M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$6.01M
3
+$4.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M
5
GLD icon
SPDR Gold Trust
GLD
+$1.89M

Top Sells

1
+$10.8M
2
+$8.29M
3
+$3.24M
4
HCA icon
HCA Healthcare
HCA
+$2.9M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.44M

Sector Composition

1 Communication Services 13.01%
2 Technology 12.83%
3 Financials 6.48%
4 Healthcare 5.26%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$440K 0.28%
32,486
-100,136
52
$415K 0.26%
8,710
53
$408K 0.26%
2,982
-506
54
$405K 0.25%
12,734
-339,745
55
$404K 0.25%
21,162
-4,500
56
$403K 0.25%
5,559
-294
57
$391K 0.24%
1,620
58
$377K 0.24%
495
-161
59
$374K 0.23%
12,235
60
$353K 0.22%
15,150
61
$336K 0.21%
3,380
-300
62
$330K 0.21%
7,280
-4,460
63
$320K 0.2%
1,350
64
$308K 0.19%
1,458
65
$308K 0.19%
3,084
66
$304K 0.19%
1,666
67
$303K 0.19%
6,633
+263
68
$302K 0.19%
2,126
69
$299K 0.19%
10,241
-8,053
70
$295K 0.18%
2,126
71
$290K 0.18%
23,800
+5,650
72
$278K 0.17%
9,033
-2,211
73
$278K 0.17%
23,331
74
$275K 0.17%
1,475
+523
75
$273K 0.17%
55,623
+32,300
1 2
3
4 5