BAM
Brave Asset Management Portfolio holdings
AUM
$367M
This Quarter Return
+4.4%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$341M
AUM Growth
+$341M
(+8.4%)
Cap. Flow
+$14.6M
Cap. Flow
% of AUM
4.28%
Top 10 Holdings %
Top 10 Hldgs %
65.34%
Holding
161
New
16
Increased
27
Reduced
22
Closed
11
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$13.4M |
| 2 |
Ziff Davis
ZD
|
$701K |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$470K |
| 4 |
Verizon
VZ
|
$310K |
| 5 |
Charles Schwab
SCHW
|
$295K |
Top Sells
| 1 |
iShares S&P 500 Value ETF
IVE
|
$421K |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$380K |
| 3 |
Crane NXT
CXT
|
$267K |
| 4 |
CrowdStrike
CRWD
|
$220K |
| 5 |
ProShares UltraShort S&P500
SDS
|
$219K |
Sector Composition
| 1 | Technology | 11.93% |
| 2 | Communication Services | 11.11% |
| 3 | Financials | 6.96% |
| 4 | Healthcare | 2.93% |
| 5 | Consumer Discretionary | 2.92% |
