BAM

Brave Asset Management Portfolio holdings

AUM $424M
1-Year Est. Return 21.21%
This Quarter Est. Return
1 Year Est. Return
+21.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$13.2M
3
+$690K
4
T icon
AT&T
T
+$534K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$498K

Top Sells

1
+$13.1M
2
+$5.5M
3
+$3.67M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.64M
5
AAPL icon
Apple
AAPL
+$2.06M

Sector Composition

1 Technology 13.19%
2 Financials 10.65%
3 Communication Services 8.31%
4 Consumer Discretionary 3.6%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$774K 0.21%
5,694
+100
52
$768K 0.21%
9,024
53
$763K 0.21%
2,473
54
$744K 0.2%
2,780
55
$734K 0.2%
6,809
56
$734K 0.2%
1,463
57
$720K 0.19%
1,862
-237
58
$700K 0.19%
5,230
+10
59
$691K 0.19%
23,500
60
$690K 0.19%
+11,137
61
$678K 0.18%
20,766
-162
62
$676K 0.18%
3,045
63
$671K 0.18%
11,791
64
$662K 0.18%
4,966
65
$658K 0.18%
13,534
+8,125
66
$642K 0.17%
8,000
67
$622K 0.17%
1,223
68
$595K 0.16%
4,155
+216
69
$577K 0.16%
9,900
+4,300
70
$570K 0.15%
772
-23
71
$569K 0.15%
4,487
72
$543K 0.15%
10,374
-105,042
73
$533K 0.14%
10,400
74
$506K 0.14%
5,633
+324
75
$501K 0.14%
2,697
+225
1 2
3
4 5