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
$355M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$918K
3
+$334K
4
EQT icon
EQT Corp
EQT
+$286K
5
UNP icon
Union Pacific
UNP
+$237K

Top Sells

1
+$13.2M
2
+$9.4M
3
+$4.28M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$570K
5
TMV icon
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
+$318K

Sector Composition

1 Technology 11.95%
2 Communication Services 11.24%
3 Financials 7.52%
4 Consumer Discretionary 3.06%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$659K 0.19%
8,200
52
$658K 0.19%
3,862
+20
53
$658K 0.19%
9,950
54
$655K 0.18%
37,150
55
$648K 0.18%
2,911
+19
56
$619K 0.17%
2,659
+22
57
$614K 0.17%
5,287
-335
58
$594K 0.17%
418
59
$593K 0.17%
5,629
+50
60
$591K 0.17%
3,105
+25
61
$571K 0.16%
1,463
+5
62
$542K 0.15%
3,632
63
$534K 0.15%
1,160
+5
64
$527K 0.15%
1,521
+17
65
$517K 0.15%
9,430
66
$506K 0.14%
3,600
67
$489K 0.14%
10,800
68
$489K 0.14%
1,867
-88
69
$489K 0.14%
1,223
+5
70
$482K 0.14%
3,705
+5
71
$481K 0.14%
12,797
-3,119
72
$475K 0.13%
891
73
$464K 0.13%
9,024
-79
74
$450K 0.13%
1,366
75
$444K 0.13%
17,018
1 2
3
4 5