BAM
Brave Asset Management Portfolio holdings
AUM
$367M
This Quarter Return
+5.95%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$211M
AUM Growth
+$21.5M
(+11%)
Cap. Flow
+$9.26M
Cap. Flow
% of AUM
4.4%
Top 10 Holdings %
Top 10 Hldgs %
56.74%
Holding
134
New
18
Increased
15
Reduced
29
Closed
13
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
$5.46M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.42M |
| 3 |
ProShares UltraShort S&P500
SDS
|
$3.04M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$1.96M |
| 5 |
Apollo Global Management
APO
|
$1.88M |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.96M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.01M |
| 3 |
Apple
AAPL
|
$2.62M |
| 4 |
Bank of America
BAC
|
$1.62M |
| 5 |
Microsoft
MSFT
|
$1.34M |
Sector Composition
| 1 | Technology | 11.9% |
| 2 | Communication Services | 10.97% |
| 3 | Financials | 7.9% |
| 4 | Healthcare | 5.08% |
| 5 | Industrials | 3% |
