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
$160M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$6.01M
3
+$4.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M
5
GLD icon
SPDR Gold Trust
GLD
+$1.89M

Top Sells

1
+$10.8M
2
+$8.29M
3
+$3.24M
4
HCA icon
HCA Healthcare
HCA
+$2.9M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.44M

Sector Composition

1 Communication Services 13.01%
2 Technology 12.83%
3 Financials 6.48%
4 Healthcare 5.26%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$273K 0.17%
5,640
+575
77
$273K 0.17%
1,692
78
$271K 0.17%
7,750
-3,750
79
$257K 0.16%
11,500
80
$256K 0.16%
7,268
81
$252K 0.16%
2,934
+7
82
$249K 0.16%
21,545
+12,135
83
$233K 0.15%
2,954
+304
84
$231K 0.14%
5,000
85
$230K 0.14%
1,025
86
$228K 0.14%
8,477
-1,500
87
$222K 0.14%
9,456
-2,040
88
$220K 0.14%
12,000
89
$212K 0.13%
4,350
90
$211K 0.13%
24,000
-500
91
$204K 0.13%
5,989
-589
92
$200K 0.13%
7,025
+250
93
$174K 0.11%
12,983
94
$170K 0.11%
8,360
95
$164K 0.1%
+10,225
96
$139K 0.09%
20,600
97
$139K 0.09%
21,600
+2,000
98
$134K 0.08%
40,290
+15,925
99
$115K 0.07%
16,705
+1,300
100
$110K 0.07%
+15,925
2 3
4
5 6