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
$150M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.33M
3
+$1.15M
4
IBM icon
IBM
IBM
+$833K
5
FCX icon
Freeport-McMoran
FCX
+$620K

Top Sells

1
+$766K
2
+$716K
3
+$569K
4
L icon
Loews
L
+$551K
5
PNR icon
Pentair
PNR
+$483K

Sector Composition

1 Healthcare 12%
2 Technology 11.28%
3 Industrials 11.16%
4 Communication Services 10.79%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$274K 0.18%
16,098
-6,194
102
$274K 0.18%
14,680
103
$272K 0.18%
22,879
+3,900
104
$264K 0.18%
2,800
105
$261K 0.17%
16,983
-4,000
106
$256K 0.17%
5,896
107
$254K 0.17%
2,500
108
$254K 0.17%
5,000
109
$251K 0.17%
6,950
-200
110
$251K 0.17%
1,651
+1,351
111
$245K 0.16%
10,000
-1,500
112
$244K 0.16%
10,250
+1,000
113
$236K 0.16%
7,942
114
$235K 0.16%
3,800
115
$232K 0.16%
10,850
-3,150
116
$228K 0.15%
2,885
117
$224K 0.15%
16,200
118
$223K 0.15%
3,228
+128
119
$221K 0.15%
2,126
120
$219K 0.15%
3,053
121
$216K 0.14%
2,000
122
$215K 0.14%
1,100
+200
123
$211K 0.14%
4,700
-1,533
124
$208K 0.14%
40,000
-7,500
125
$208K 0.14%
2,740
3 4
5
6 7