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
$126M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$911K
3
+$870K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$844K
5
KMI.WS
Kinder Morgan Inc
KMI.WS
+$527K

Top Sells

1
+$955K
2
+$634K
3
+$225K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$172K
5
NYT icon
New York Times
NYT
+$151K

Sector Composition

1 Technology 14.26%
2 Energy 10.52%
3 Industrials 10.01%
4 Financials 9.98%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.23%
12,386
+7,484
102
$285K 0.23%
4,692
-1,690
103
$277K 0.22%
10,750
104
$257K 0.2%
8,150
105
$235K 0.19%
4,639
106
$233K 0.18%
+4,409
107
$229K 0.18%
12,900
108
$224K 0.18%
6,150
109
$223K 0.18%
4,200
110
$213K 0.17%
3,000
-200
111
$212K 0.17%
10,379
+2,300
112
$211K 0.17%
10,300
113
$208K 0.16%
4,050
114
$205K 0.16%
2,500
115
$195K 0.15%
11,000
116
$181K 0.14%
5,000
-1,000
117
$179K 0.14%
300
118
$179K 0.14%
5,750
119
$178K 0.14%
29,000
120
$177K 0.14%
2,500
121
$173K 0.14%
2,126
122
$172K 0.14%
10,700
+2,500
123
$170K 0.13%
1,666
124
$168K 0.13%
22,880
125
$167K 0.13%
32,300
3 4
5
6 7