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
$143M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.28M
3
+$856K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$813K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$751K

Top Sells

1
+$714K
2
+$677K
3
+$632K
4
FE icon
FirstEnergy
FE
+$517K
5
CHS
Chicos FAS, Inc.
CHS
+$187K

Sector Composition

1 Healthcare 12.58%
2 Technology 12.32%
3 Industrials 10.06%
4 Financials 9.33%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$475K 0.33%
4,700
+3,700
77
$467K 0.33%
7,492
78
$456K 0.32%
217,006
+6,100
79
$449K 0.31%
14,197
80
$449K 0.31%
21,225
-2,000
81
$445K 0.31%
7,300
-500
82
$415K 0.29%
29,400
-4,000
83
$407K 0.29%
5,502
-100
84
$401K 0.28%
15,700
-800
85
$400K 0.28%
9,606
-250
86
$399K 0.28%
11,032
87
$397K 0.28%
4,639
88
$392K 0.27%
8,058
-46
89
$384K 0.27%
500
+200
90
$383K 0.27%
6,990
+1,340
91
$376K 0.26%
16,505,878
92
$346K 0.24%
6,900
93
$343K 0.24%
502
-44
94
$338K 0.24%
9,950
-300
95
$336K 0.24%
24,496
+5,000
96
$329K 0.23%
3,790
-500
97
$328K 0.23%
5,050
98
$322K 0.23%
5,312
+300
99
$315K 0.22%
4,107
-8,824
100
$312K 0.22%
17,324
+2,691
2 3
4
5 6