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
$211M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$4.42M
3
+$3.04M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.96M
5
APO icon
Apollo Global Management
APO
+$1.88M

Top Sells

1
+$4.96M
2
+$3.01M
3
+$2.62M
4
BAC icon
Bank of America
BAC
+$1.62M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$268K 0.13%
7,268
77
$265K 0.13%
21,200
-24,381
78
$256K 0.12%
24,000
79
$242K 0.11%
7,905
80
$238K 0.11%
+2,913
81
$238K 0.11%
8,360
82
$238K 0.11%
1,192
-500
83
$238K 0.11%
6,633
84
$234K 0.11%
1,666
85
$233K 0.11%
1,025
86
$228K 0.11%
+1,600
87
$226K 0.11%
1,000
88
$224K 0.11%
6,200
89
$220K 0.1%
2,516
90
$218K 0.1%
+5,049
91
$217K 0.1%
+347
92
$217K 0.1%
+10,010
93
$214K 0.1%
8,872
-66,981
94
$208K 0.1%
6,335
-1,798
95
$202K 0.1%
+2,000
96
$202K 0.1%
+7,100
97
$200K 0.09%
+3,618
98
$171K 0.08%
10,975
99
$168K 0.08%
5,417
100
$163K 0.08%
13,250
2 3
4
5 6