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
$172M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$904K
2
+$478K
3
+$400K
4
CDLX icon
Cardlytics
CDLX
+$385K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$358K

Top Sells

1
+$6.75M
2
+$1.75M
3
+$1.06M
4
DVY icon
iShares Select Dividend ETF
DVY
+$664K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$460K

Sector Composition

1 Technology 13.01%
2 Communication Services 10.48%
3 Financials 8.73%
4 Healthcare 6.8%
5 Energy 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$372K 0.21%
4,691
-348
77
$363K 0.21%
5,730
+500
78
$358K 0.21%
+2,500
79
$355K 0.2%
300
80
$354K 0.2%
14,700
81
$354K 0.2%
15,150
+150
82
$353K 0.2%
1,666
83
$333K 0.19%
11,879
-1,143
84
$333K 0.19%
2,126
85
$325K 0.19%
2,050
86
$322K 0.18%
2,927
87
$315K 0.18%
5,695
+233
88
$305K 0.18%
23,331
89
$301K 0.17%
48,800
+5,000
90
$294K 0.17%
8,360
91
$291K 0.17%
1,692
92
$283K 0.16%
7,000
-1,500
93
$279K 0.16%
9,800
-1,200
94
$274K 0.16%
16,350
+2,800
95
$269K 0.15%
+5,500
96
$269K 0.15%
13,050
-133
97
$266K 0.15%
1,077
98
$263K 0.15%
24,500
99
$262K 0.15%
2,732
100
$255K 0.15%
5,940
-1,000
2 3
4
5 6