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
$156M
AUM Growth
+$311K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.75M
3
+$701K
4
BA icon
Boeing
BA
+$692K
5
C.WS.A
Citigroup Inc
C.WS.A
+$638K

Top Sells

1
+$4.49M
2
+$1.71M
3
+$934K
4
PMO
Putnam Municipal Opportunities Trust
PMO
+$795K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$784K

Sector Composition

1 Communication Services 14.16%
2 Technology 11.1%
3 Industrials 10.67%
4 Healthcare 10.6%
5 Financials 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$271K 0.17%
2,474
+2,282
102
$270K 0.17%
45,571
+25,000
103
$266K 0.17%
5,496
104
$260K 0.17%
2,126
105
$260K 0.17%
16,200
106
$257K 0.16%
71
-17
107
$250K 0.16%
7,796
-380
108
$250K 0.16%
3,029
+254
109
$243K 0.16%
8,671
-25,955
110
$243K 0.16%
9,000
111
$242K 0.15%
6,950
112
$241K 0.15%
5,700
113
$237K 0.15%
6,200
-1,700
114
$235K 0.15%
20,500
115
$229K 0.15%
2,500
116
$226K 0.14%
3,100
117
$223K 0.14%
272
118
$223K 0.14%
16,983
119
$218K 0.14%
3,228
120
$217K 0.14%
3,153
+100
121
$216K 0.14%
2,800
122
$211K 0.14%
1,800
123
$206K 0.13%
+20,681
124
$205K 0.13%
2,885
125
$204K 0.13%
4,200
3 4
5
6 7