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
$211M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$4.42M
3
+$3.04M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.96M
5
APO icon
Apollo Global Management
APO
+$1.88M

Top Sells

1
+$4.96M
2
+$3.01M
3
+$2.62M
4
BAC icon
Bank of America
BAC
+$1.62M
5
MSFT icon
Microsoft
MSFT
+$1.34M

Sector Composition

1 Technology 11.9%
2 Communication Services 10.97%
3 Financials 7.9%
4 Healthcare 5.08%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$571K 0.27%
8,710
52
$548K 0.26%
21,162
53
$548K 0.26%
1,620
54
$520K 0.25%
11,056
55
$488K 0.23%
4,225
56
$487K 0.23%
2,934
57
$458K 0.22%
+50,817
58
$453K 0.21%
7,175
59
$444K 0.21%
11,950
-285
60
$440K 0.21%
3,084
61
$436K 0.21%
6,049
62
$423K 0.2%
1,458
63
$415K 0.2%
1,493
64
$411K 0.19%
2,126
65
$408K 0.19%
14,500
66
$377K 0.18%
2,050
67
$374K 0.18%
2,682
-300
68
$374K 0.18%
5,897
-500
69
$344K 0.16%
3,180
-200
70
$337K 0.16%
5,640
71
$321K 0.15%
2,954
72
$312K 0.15%
+2,076
73
$304K 0.14%
2,051
-75
74
$269K 0.13%
+5,500
75
$269K 0.13%
+10,032
1 2
3
4 5