BAM
Brave Asset Management Portfolio holdings
AUM
$367M
This Quarter Return
-2.7%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$318M
AUM Growth
+$318M
(+1.2%)
Cap. Flow
+$17.1M
Cap. Flow
% of AUM
5.38%
Top 10 Holdings %
Top 10 Hldgs %
57.91%
Holding
167
New
5
Increased
26
Reduced
44
Closed
7
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.73M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$6.36M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$5.18M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$3.67M |
| 5 |
Ziff Davis
ZD
|
$1.61M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$5.92M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$2.58M |
| 3 |
Pfizer
PFE
|
$329K |
| 4 |
PayPal
PYPL
|
$241K |
| 5 |
Visa
V
|
$228K |
Sector Composition
| 1 | Technology | 14.36% |
| 2 | Financials | 11.11% |
| 3 | Communication Services | 9.57% |
| 4 | Consumer Discretionary | 3.87% |
| 5 | Industrials | 3.09% |
