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
$140M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$787K
3
+$604K
4
PMO
Putnam Municipal Opportunities Trust
PMO
+$495K
5
GILD icon
Gilead Sciences
GILD
+$448K

Top Sells

1
+$358K
2
+$325K
3
+$320K
4
KMI.WS
Kinder Morgan Inc
KMI.WS
+$273K
5
XRX icon
Xerox
XRX
+$263K

Sector Composition

1 Technology 13.37%
2 Healthcare 10.82%
3 Industrials 10.56%
4 Financials 9.3%
5 Energy 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$517K 0.37%
4,605
-200
77
$517K 0.37%
14,197
78
$515K 0.37%
7,800
79
$491K 0.35%
23,225
-1,500
80
$491K 0.35%
16,500
-7,900
81
$477K 0.34%
33,400
-9,800
82
$446K 0.32%
16,505,878
-1,673,800
83
$431K 0.31%
7,492
+242
84
$426K 0.31%
9,856
-750
85
$411K 0.29%
76,222
86
$407K 0.29%
5,602
87
$400K 0.29%
11,032
88
$387K 0.28%
4,639
-645
89
$379K 0.27%
8,104
90
$378K 0.27%
5,050
-333
91
$378K 0.27%
17,350
+12,100
92
$363K 0.26%
4,290
93
$361K 0.26%
83,900
94
$354K 0.25%
546
-180
95
$348K 0.25%
14,633
+2,000
96
$331K 0.24%
6,900
-200
97
$316K 0.23%
5,650
+3,000
98
$314K 0.23%
5,012
+320
99
$311K 0.22%
19,200
-3,000
100
$284K 0.2%
2,200
2 3
4
5 6