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
$183M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.51M
3
+$2.07M
4
GS icon
Goldman Sachs
GS
+$2.05M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$3.59M
2
+$3.24M
3
+$1.51M
4
NLY icon
Annaly Capital Management
NLY
+$1.36M
5
GE icon
GE Aerospace
GE
+$979K

Sector Composition

1 Technology 11.53%
2 Communication Services 10.93%
3 Financials 9.8%
4 Healthcare 9.36%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$545K 0.28%
3,111
77
$542K 0.28%
3,996
78
$530K 0.28%
27,858
-463
79
$526K 0.27%
12,700
80
$486K 0.25%
9,179
-39
81
$476K 0.25%
8,459
82
$459K 0.24%
5,400
83
$451K 0.23%
6,049
84
$449K 0.23%
7,650
-158
85
$445K 0.23%
8,300
86
$432K 0.23%
9,075
-28,568
87
$412K 0.21%
13,312
88
$409K 0.21%
3,489
89
$399K 0.21%
31,982
-5,000
90
$393K 0.2%
1,666
91
$364K 0.19%
20,080
-700
92
$355K 0.18%
2,126
-10
93
$342K 0.18%
300
94
$336K 0.18%
3,993
-17,985
95
$332K 0.17%
2,106
96
$328K 0.17%
8,380
97
$326K 0.17%
3,118
98
$325K 0.17%
4,414
99
$318K 0.17%
30,725
+1,800
100
$311K 0.16%
4,865
-31
2 3
4
5 6