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
$341M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$701K
3
+$470K
4
VZ icon
Verizon
VZ
+$310K
5
SCHW icon
Charles Schwab
SCHW
+$295K

Top Sells

1
+$421K
2
+$380K
3
+$267K
4
CRWD icon
CrowdStrike
CRWD
+$220K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$219K

Sector Composition

1 Technology 11.93%
2 Communication Services 11.11%
3 Financials 6.96%
4 Healthcare 2.93%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$683K 0.2%
6,269
52
$676K 0.2%
11,950
53
$664K 0.19%
5,579
54
$640K 0.19%
37,150
55
$610K 0.18%
7,938
56
$608K 0.18%
14,370
57
$587K 0.17%
3,732
-1,243
58
$582K 0.17%
5,622
59
$580K 0.17%
2,637
60
$578K 0.17%
418
-100
61
$555K 0.16%
8,200
62
$537K 0.16%
15,916
63
$535K 0.16%
3,080
64
$522K 0.15%
10,800
+3,930
65
$507K 0.15%
1,458
66
$502K 0.15%
9,430
-2,079
67
$494K 0.14%
1,218
68
$489K 0.14%
1,955
69
$487K 0.14%
13,361
+2,261
70
$467K 0.14%
1,504
71
$453K 0.13%
891
72
$452K 0.13%
3,064
73
$434K 0.13%
3,700
74
$419K 0.12%
9,103
75
$410K 0.12%
3,600
1 2
3
4 5