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
$156M
AUM Growth
+$311K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.75M
3
+$701K
4
BA icon
Boeing
BA
+$692K
5
C.WS.A
Citigroup Inc
C.WS.A
+$638K

Top Sells

1
+$4.49M
2
+$1.71M
3
+$934K
4
PMO
Putnam Municipal Opportunities Trust
PMO
+$795K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$784K

Sector Composition

1 Communication Services 14.16%
2 Technology 11.1%
3 Industrials 10.67%
4 Healthcare 10.6%
5 Financials 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$523K 0.33%
7,100
77
$519K 0.33%
43,431
-66,500
78
$488K 0.31%
9,135
79
$487K 0.31%
40,677
-16,146
80
$477K 0.31%
4,639
81
$477K 0.31%
+33,538
82
$475K 0.3%
52,494
-500
83
$453K 0.29%
4,890
-7,526
84
$446K 0.29%
9,359
-1,400
85
$445K 0.28%
12,500
86
$430K 0.28%
2,046
+1,876
87
$418K 0.27%
13,347
88
$395K 0.25%
9,980
89
$387K 0.25%
6,520
+2,000
90
$381K 0.24%
3,702
91
$375K 0.24%
3,700
-600
92
$373K 0.24%
9,072
93
$365K 0.23%
13,100
94
$362K 0.23%
400
95
$356K 0.23%
11,838
+96
96
$323K 0.21%
21,000
-2,000
97
$307K 0.2%
1,666
98
$304K 0.19%
19,031
+8,136
99
$278K 0.18%
4,414
100
$277K 0.18%
5,000
2 3
4
5 6