BAM

Brave Asset Management Portfolio holdings

AUM $367M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.93M
3
+$2.22M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.09M
5
DELL icon
Dell
DELL
+$1.06M

Top Sells

1
+$4.21M
2
+$3.05M
3
+$1.25M
4
LLY icon
Eli Lilly
LLY
+$1.04M
5
HON icon
Honeywell
HON
+$672K

Sector Composition

1 Technology 13.75%
2 Communication Services 9.52%
3 Financials 8.04%
4 Healthcare 7.19%
5 Energy 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$385K 0.22%
13,936
-11,538
77
$374K 0.21%
1,666
78
$359K 0.2%
11,000
79
$356K 0.2%
5,039
80
$354K 0.2%
3,084
81
$353K 0.2%
5,230
+1,850
82
$335K 0.19%
+15,590
83
$334K 0.19%
15,000
84
$327K 0.18%
300
85
$321K 0.18%
2,126
86
$312K 0.18%
8,500
87
$305K 0.17%
8,360
-237
88
$301K 0.17%
19,500
-2,050
89
$301K 0.17%
1,795
90
$299K 0.17%
+5,462
91
$295K 0.17%
2,927
92
$295K 0.17%
23,331
93
$294K 0.17%
1,692
94
$292K 0.16%
2,050
95
$275K 0.15%
13,183
-4,418
96
$268K 0.15%
+6,940
97
$267K 0.15%
7,214
98
$267K 0.15%
11,500
-1,000
99
$265K 0.15%
1,077
+12
100
$263K 0.15%
16,653
-5,230
2 3
4
5 6