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
$146M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.85M
3
+$4.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.87M

Top Sells

1
+$15.2M
2
+$12.4M
3
+$4.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.52M
5
JPM.WS
JPMorgan Chase
JPM.WS
+$3.08M

Sector Composition

1 Technology 13.08%
2 Financials 11.3%
3 Healthcare 10.4%
4 Communication Services 8.58%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$317K 0.21%
1,666
77
$316K 0.21%
1,677
+77
78
$316K 0.21%
5,039
+39
79
$311K 0.21%
300
80
$301K 0.2%
3,184
+66
81
$298K 0.2%
3,454
82
$288K 0.19%
+18,740
83
$285K 0.19%
9,350
-1,582
84
$285K 0.19%
9,185
+805
85
$279K 0.19%
12,500
-4,500
86
$277K 0.19%
+7,533
87
$274K 0.18%
8,009
-362,319
88
$270K 0.18%
2,927
-20
89
$269K 0.18%
3,600
+61
90
$269K 0.18%
2,126
91
$262K 0.18%
23,331
-3,000
92
$257K 0.17%
+3,922
93
$243K 0.16%
+1,282
94
$240K 0.16%
1,795
95
$234K 0.16%
1,065
96
$229K 0.15%
24,700
97
$228K 0.15%
1,700
98
$224K 0.15%
7,500
-1,500
99
$223K 0.15%
1,692
+64
100
$222K 0.15%
2,500
2 3
4
5 6