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
$314M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.21M
3
+$3.54M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.37M
5
AMZN icon
Amazon
AMZN
+$2.25M

Top Sells

1
+$14.2M
2
+$4.43M
3
+$824K
4
GE icon
GE Aerospace
GE
+$314K
5
V icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.12%
5,387
77
$373K 0.12%
11,100
-2,400
78
$369K 0.12%
4,993
79
$348K 0.11%
+6,870
80
$341K 0.11%
773
81
$340K 0.11%
11,012
-388
82
$328K 0.1%
1,583
83
$321K 0.1%
27,400
+9,000
84
$319K 0.1%
948
85
$316K 0.1%
1,722
86
$310K 0.1%
1,338
87
$303K 0.1%
3,600
88
$300K 0.1%
6,117
89
$295K 0.09%
11,791
90
$289K 0.09%
10,800
-3,200
91
$286K 0.09%
9,995
92
$286K 0.09%
1,000
93
$285K 0.09%
1,117
94
$284K 0.09%
8,220
+806
95
$279K 0.09%
4,500
96
$276K 0.09%
4,800
97
$267K 0.08%
6,780
98
$265K 0.08%
5,500
99
$258K 0.08%
352
-6,039
100
$256K 0.08%
311
2 3
4
5 6