BAM
Brave Asset Management Portfolio holdings
AUM
$367M
1-Year Return
13.76%
This Quarter Return
+5.82%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$314M
AUM Growth
+$19.7M
(+6.7%)
Cap. Flow
+$11.7M
Cap. Flow
% of AUM
3.73%
Top 10 Holdings %
Top 10 Hldgs %
67.3%
Holding
162
New
15
Increased
42
Reduced
28
Closed
16
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$10.3M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$4.21M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$3.54M |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$3.37M |
| 5 |
Amazon
AMZN
|
$2.25M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$14.2M |
| 2 |
ProShares UltraPro Short QQQ
SQQQ
|
$4.43M |
| 3 |
Intel
INTC
|
$824K |
| 4 |
GE Aerospace
GE
|
$314K |
| 5 |
Visa
V
|
$295K |
Sector Composition
| 1 | Communication Services | 12.23% |
| 2 | Technology | 11.21% |
| 3 | Financials | 7.03% |
| 4 | Healthcare | 3.14% |
| 5 | Industrials | 2.72% |
