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
$126M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$911K
3
+$870K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$844K
5
KMI.WS
Kinder Morgan Inc
KMI.WS
+$527K

Top Sells

1
+$955K
2
+$634K
3
+$225K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$172K
5
NYT icon
New York Times
NYT
+$151K

Sector Composition

1 Technology 14.26%
2 Energy 10.52%
3 Industrials 10.01%
4 Financials 9.98%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$507K 0.4%
5,675
77
$496K 0.39%
283,156
+278,493
78
$465K 0.37%
10,606
+2,500
79
$444K 0.35%
7,550
80
$440K 0.35%
24,650
81
$418K 0.33%
7,800
82
$416K 0.33%
76,222
83
$414K 0.33%
3,300
84
$408K 0.32%
11,032
85
$405K 0.32%
83,000
+12,000
86
$404K 0.32%
7,650
-300
87
$392K 0.31%
38,200
+5,000
88
$391K 0.31%
8,100
89
$386K 0.31%
8,104
+730
90
$371K 0.29%
3,100
91
$368K 0.29%
5,602
+200
92
$358K 0.28%
5,284
93
$358K 0.28%
2,665
+1,975
94
$354K 0.28%
14,460
95
$331K 0.26%
12,633
+3,550
96
$329K 0.26%
6,700
97
$324K 0.26%
46,578
-2,654
98
$317K 0.25%
11,403
+3,855
99
$299K 0.24%
10,444
100
$289K 0.23%
12,088
2 3
4
5 6