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
$314M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.21M
3
+$3.54M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.37M
5
AMZN icon
Amazon
AMZN
+$2.25M

Top Sells

1
+$14.2M
2
+$4.43M
3
+$824K
4
GE icon
GE Aerospace
GE
+$314K
5
V icon
Visa
V
+$295K

Sector Composition

1 Communication Services 12.23%
2 Technology 11.21%
3 Financials 7.03%
4 Healthcare 3.14%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$635K 0.2%
6,269
+100
52
$631K 0.2%
11,509
+279
53
$625K 0.2%
20,862
54
$613K 0.19%
3,067
+175
55
$587K 0.19%
2,637
56
$579K 0.18%
8,200
57
$558K 0.18%
5,622
58
$528K 0.17%
3,080
59
$518K 0.16%
5,579
60
$517K 0.16%
3,700
-750
61
$512K 0.16%
15,916
-966
62
$503K 0.16%
12,943
+720
63
$503K 0.16%
1,218
+18
64
$501K 0.16%
7,938
65
$483K 0.15%
25,093
66
$482K 0.15%
3,064
-235
67
$476K 0.15%
1,955
+41
68
$453K 0.14%
1,463
+97
69
$446K 0.14%
1,458
70
$444K 0.14%
1,504
71
$427K 0.14%
9,103
72
$417K 0.13%
2,616
+100
73
$399K 0.13%
14,370
-3,310
74
$392K 0.12%
2,923
-100
75
$389K 0.12%
891
1 2
3
4 5