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
$295M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$5.28M
3
+$5.17M
4
MMM icon
3M
MMM
+$1.66M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M

Top Sells

1
+$3.53M
2
+$3.36M
3
+$2.62M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$2.13M
5
APO icon
Apollo Global Management
APO
+$2.09M

Sector Composition

1 Communication Services 14.19%
2 Technology 9.57%
3 Financials 7.18%
4 Healthcare 3.79%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$763K 0.26%
8,460
-250
52
$738K 0.25%
6,820
-14,724
53
$726K 0.25%
11,950
54
$697K 0.24%
10,895
55
$696K 0.24%
5,137
56
$680K 0.23%
21,162
57
$643K 0.22%
8,975
58
$638K 0.22%
560
-40
59
$614K 0.21%
5,381
+601
60
$583K 0.2%
3,084
61
$567K 0.19%
8,079
+2,500
62
$567K 0.19%
1,071
63
$550K 0.19%
2,892
-42
64
$544K 0.18%
5,190
65
$544K 0.18%
1,529
66
$518K 0.17%
3,723
-615
67
$518K 0.17%
4,050
+1,750
68
$505K 0.17%
2,682
69
$479K 0.16%
28,750
+17,250
70
$478K 0.16%
3,180
71
$471K 0.16%
2,126
72
$457K 0.15%
7,075
-100
73
$456K 0.15%
3,607
-353
74
$454K 0.15%
1,840
-660
75
$439K 0.15%
1,545
-305
1 2
3
4 5