BAM

Brave Asset Management Portfolio holdings

AUM $367M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$57.4M
2
+$15M
3
+$14.2M
4
DVY icon
iShares Select Dividend ETF
DVY
+$10.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M

Top Sells

1
+$4.71M
2
+$4.35M
3
+$2.09M
4
DIS icon
Walt Disney
DIS
+$1.71M
5
AMZN icon
Amazon
AMZN
+$1.46M

Sector Composition

1 Communication Services 11.31%
2 Technology 9.77%
3 Financials 7.59%
4 Healthcare 3.5%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$671K 0.23%
509
52
$668K 0.23%
1,826
53
$663K 0.22%
5,622
54
$646K 0.22%
20,862
55
$630K 0.21%
2,637
56
$617K 0.21%
3,734
57
$581K 0.2%
8,200
58
$580K 0.2%
1,667
-42
59
$577K 0.2%
3,080
60
$577K 0.2%
16,882
61
$576K 0.19%
2,892
62
$566K 0.19%
11,230
+585
63
$565K 0.19%
4,450
64
$523K 0.18%
3,299
65
$515K 0.17%
1,200
66
$506K 0.17%
7,938
67
$482K 0.16%
12,223
-3,303
68
$477K 0.16%
14,000
+2,800
69
$475K 0.16%
1,504
70
$468K 0.16%
1,366
71
$462K 0.16%
25,093
+6,000
72
$456K 0.15%
5,579
73
$423K 0.14%
891
74
$422K 0.14%
1,914
75
$412K 0.14%
9,103
+4,000
1 2
3
4 5