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
$148M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$958K
3
+$741K
4
META icon
Meta Platforms (Facebook)
META
+$736K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$377K

Top Sells

1
+$360K
2
+$335K
3
+$223K
4
BP icon
BP
BP
+$210K
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$172K

Sector Composition

1 Healthcare 13.52%
2 Communication Services 13.19%
3 Industrials 11.65%
4 Technology 11.23%
5 Financials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$465K 0.31%
12,260
-9,480
77
$463K 0.31%
5,150
78
$455K 0.31%
10,459
79
$453K 0.31%
12,500
80
$450K 0.3%
6,812
81
$442K 0.3%
500
82
$441K 0.3%
13,252
83
$429K 0.29%
27,500
+1,000
84
$424K 0.29%
9,163
85
$410K 0.28%
47,346
+10,500
86
$393K 0.27%
4,639
87
$393K 0.27%
6,340
88
$377K 0.25%
+9,680
89
$377K 0.25%
5,742
-1,200
90
$377K 0.25%
14,700
-1,000
91
$368K 0.25%
7,120
92
$359K 0.24%
20,225
93
$358K 0.24%
126
+75
94
$348K 0.24%
9,450
95
$344K 0.23%
12,500
96
$335K 0.23%
+22,292
97
$332K 0.22%
12,633
-7,986
98
$327K 0.22%
13,780
+4,400
99
$318K 0.22%
6,725
-600
100
$309K 0.21%
14,197
2 3
4
5 6