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
$295M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$57.4M
2
+$15M
3
+$14.2M
4
DVY icon
iShares Select Dividend ETF
DVY
+$10.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M

Top Sells

1
+$4.71M
2
+$4.35M
3
+$2.09M
4
DIS icon
Walt Disney
DIS
+$1.71M
5
AMZN icon
Amazon
AMZN
+$1.46M

Sector Composition

1 Communication Services 11.31%
2 Technology 9.77%
3 Financials 7.59%
4 Healthcare 3.5%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$410K 0.14%
3,023
77
$408K 0.14%
5,387
78
$407K 0.14%
2,516
79
$406K 0.14%
1,458
80
$395K 0.13%
11,400
81
$370K 0.13%
1,117
82
$365K 0.12%
1,583
83
$359K 0.12%
4,993
+1,994
84
$334K 0.11%
773
85
$331K 0.11%
9,995
86
$324K 0.11%
2,500
87
$314K 0.11%
6,013
-300
88
$309K 0.1%
1,338
89
$295K 0.1%
3,600
90
$295K 0.1%
1,419
91
$292K 0.1%
1,722
92
$289K 0.1%
6,117
93
$280K 0.09%
6,000
94
$277K 0.09%
7,414
+720
95
$276K 0.09%
948
96
$273K 0.09%
4,800
97
$267K 0.09%
1,000
98
$266K 0.09%
3,200
99
$266K 0.09%
+2,209
100
$263K 0.09%
3,659
2 3
4
5 6