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
$187M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.36M
3
+$1.11M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$843K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$700K

Top Sells

1
+$2.01M
2
+$598K
3
+$380K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$358K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$331K

Sector Composition

1 Technology 12.57%
2 Communication Services 10.33%
3 Financials 8.76%
4 Healthcare 6.9%
5 Energy 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$400K 0.21%
15,405
+705
77
$399K 0.21%
+1,350
78
$396K 0.21%
6,775
+300
79
$396K 0.21%
23,323
-2,500
80
$396K 0.21%
3,084
81
$388K 0.2%
+9,410
82
$382K 0.2%
2,126
83
$376K 0.2%
6,370
+675
84
$372K 0.19%
5,730
85
$353K 0.18%
15,150
86
$351K 0.18%
2,927
87
$346K 0.18%
+1,458
88
$343K 0.18%
300
89
$340K 0.18%
11,496
-383
90
$318K 0.16%
1,692
91
$315K 0.16%
8,360
92
$315K 0.16%
9,800
93
$308K 0.16%
5,500
94
$307K 0.16%
23,331
95
$302K 0.16%
2,050
96
$283K 0.15%
11,500
97
$283K 0.15%
3,278
-2,699
98
$279K 0.14%
2,126
99
$276K 0.14%
13,050
100
$274K 0.14%
24,500
2 3
4
5 6