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
$189M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.96M
3
+$4.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.87M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.8M

Top Sells

1
+$5.16M
2
+$2.22M
3
+$2.1M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.24M
5
DVY icon
iShares Select Dividend ETF
DVY
+$869K

Sector Composition

1 Technology 13.9%
2 Communication Services 11.37%
3 Financials 6.14%
4 Healthcare 5.06%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$492K 0.26%
21,162
52
$479K 0.25%
1,620
53
$451K 0.24%
11,056
+815
54
$447K 0.23%
12,235
55
$447K 0.23%
4,225
56
$444K 0.23%
2,982
57
$417K 0.22%
860
+365
58
$401K 0.21%
1,458
59
$396K 0.21%
2,934
60
$395K 0.21%
6,397
-883
61
$392K 0.21%
3,084
62
$391K 0.2%
14,500
+2,500
63
$385K 0.2%
3,380
64
$374K 0.2%
1,493
+18
65
$372K 0.19%
2,126
66
$349K 0.18%
2,126
67
$342K 0.18%
8,133
-900
68
$327K 0.17%
1,692
69
$312K 0.16%
5,640
70
$291K 0.15%
1,666
71
$281K 0.15%
6,633
72
$280K 0.15%
7,268
73
$270K 0.14%
2,954
74
$267K 0.14%
38,825
-16,798
75
$266K 0.14%
+2,050
1 2
3
4 5