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
$346M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$3.86M
3
+$2.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.82M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$707K

Top Sells

1
+$7.66M
2
+$394K
3
+$258K
4
SLB icon
SLB Ltd
SLB
+$232K
5
FLGT icon
Fulgent Genetics
FLGT
+$231K

Sector Composition

1 Communication Services 15.78%
2 Technology 9.61%
3 Financials 6.68%
4 Healthcare 3.23%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$738K 0.21%
11,950
52
$725K 0.21%
5,186
53
$716K 0.21%
4,359
-1,570
54
$691K 0.2%
7,925
55
$633K 0.18%
21,294
56
$627K 0.18%
5,463
57
$614K 0.18%
1,767
58
$613K 0.18%
10,645
59
$608K 0.18%
509
60
$596K 0.17%
3,101
61
$587K 0.17%
2,892
62
$579K 0.17%
5,800
63
$552K 0.16%
27,073
-5,570
64
$547K 0.16%
2,737
+42
65
$522K 0.15%
891
66
$518K 0.15%
1,458
67
$517K 0.15%
5,097
68
$516K 0.15%
7,315
69
$494K 0.14%
3,500
-200
70
$489K 0.14%
7,938
71
$488K 0.14%
1,366
72
$484K 0.14%
1,474
+18
73
$468K 0.14%
3,080
-100
74
$454K 0.13%
3,431
-292
75
$451K 0.13%
1,951
-50
1 2
3
4 5