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
$189M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.96M
3
+$4.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.87M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.8M

Top Sells

1
+$5.16M
2
+$2.22M
3
+$2.1M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.24M
5
DVY icon
iShares Select Dividend ETF
DVY
+$869K

Sector Composition

1 Technology 13.9%
2 Communication Services 11.37%
3 Financials 6.14%
4 Healthcare 5.06%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$247K 0.13%
+2,516
77
$244K 0.13%
24,000
78
$239K 0.13%
1,025
79
$238K 0.12%
20,600
80
$229K 0.12%
45,581
+5,291
81
$222K 0.12%
7,905
+880
82
$219K 0.11%
8,360
83
$216K 0.11%
8,500
-3,000
84
$215K 0.11%
+1,000
85
$214K 0.11%
+9,810
86
$211K 0.11%
4,350
87
$210K 0.11%
+1,117
88
$210K 0.11%
+5,000
89
$204K 0.11%
+6,200
90
$202K 0.11%
+10,975
91
$184K 0.1%
5,417
+2,833
92
$184K 0.1%
10,035
-11,510
93
$173K 0.09%
13,250
-10,550
94
$165K 0.09%
13,625
-2,300
95
$163K 0.09%
10,225
96
$147K 0.08%
+10,000
97
$134K 0.07%
99,000
+12,000
98
$132K 0.07%
17,118
99
$121K 0.06%
10,700
-6,005
100
$109K 0.06%
79,000
+49,000
2 3
4
5 6