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
$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
ABT icon
51
Abbott
ABT
$227B
$774K 0.21%
5,694
+100
C icon
52
Citigroup
C
$179B
$768K 0.21%
9,024
ADP icon
53
Automatic Data Processing
ADP
$102B
$763K 0.21%
2,473
TRV icon
54
Travelers Companies
TRV
$64.1B
$744K 0.2%
2,780
XOM icon
55
Exxon Mobil
XOM
$503B
$734K 0.2%
6,809
MCO icon
56
Moody's
MCO
$85.5B
$734K 0.2%
1,463
ADBE icon
57
Adobe
ADBE
$139B
$720K 0.19%
1,862
-237
NFLX icon
58
Netflix
NFLX
$47.1B
$700K 0.19%
523
+1
KMI icon
59
Kinder Morgan
KMI
$61B
$691K 0.19%
23,500
IBIT icon
60
iShares Bitcoin Trust
IBIT
$72.1B
$690K 0.19%
+11,137
CSX icon
61
CSX Corp
CSX
$65B
$678K 0.18%
20,766
-162
LOW icon
62
Lowe's Companies
LOW
$128B
$676K 0.18%
3,045
RDNT icon
63
RadNet
RDNT
$5.8B
$671K 0.18%
11,791
EMR icon
64
Emerson Electric
EMR
$71.7B
$662K 0.18%
4,966
CRSP icon
65
CRISPR Therapeutics
CRSP
$5.01B
$658K 0.18%
13,534
+8,125
TXT icon
66
Textron
TXT
$14.2B
$642K 0.17%
8,000
DE icon
67
Deere & Co
DE
$129B
$622K 0.17%
1,223
CVX icon
68
Chevron
CVX
$315B
$595K 0.16%
4,155
+216
NEM icon
69
Newmont
NEM
$95.8B
$577K 0.16%
9,900
+4,300
META icon
70
Meta Platforms (Facebook)
META
$1.54T
$570K 0.15%
772
-23
HIG icon
71
Hartford Financial Services
HIG
$37.3B
$569K 0.15%
4,487
XLF icon
72
Financial Select Sector SPDR Fund
XLF
$54B
$543K 0.15%
10,374
-105,042
FLR icon
73
Fluor
FLR
$6.83B
$533K 0.14%
10,400
COP icon
74
ConocoPhillips
COP
$113B
$506K 0.14%
5,633
+324
ABBV icon
75
AbbVie
ABBV
$411B
$501K 0.14%
2,697
+225
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3
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