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
$175M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.11M
3
+$1.61M
4
GE icon
GE Aerospace
GE
+$1.13M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.01M

Top Sells

1
+$1.95M
2
+$1.63M
3
+$839K
4
ZD icon
Ziff Davis
ZD
+$665K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$630K

Sector Composition

1 Healthcare 11.46%
2 Technology 10.89%
3 Communication Services 9.45%
4 Industrials 9.19%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$289K 0.15%
4,896
-100
102
$289K 0.15%
21,798
103
$279K 0.15%
2,511
+11
104
$279K 0.15%
3,118
+18
105
$270K 0.14%
5,000
106
$264K 0.14%
20,345
+4,345
107
$263K 0.14%
2,106
108
$259K 0.14%
7,373
-5,125
109
$252K 0.13%
16,800
110
$243K 0.13%
1,660
111
$243K 0.13%
1,800
112
$236K 0.12%
2,947
+20
113
$235K 0.12%
12,000
-7,600
114
$233K 0.12%
16,983
115
$226K 0.12%
+1,600
116
$226K 0.12%
+4,200
117
$223K 0.12%
20,700
-4,200
118
$214K 0.11%
17,118
119
$210K 0.11%
3,307
+79
120
$203K 0.11%
10,000
-3,500
121
$200K 0.11%
6,000
-700
122
$164K 0.09%
191
+116
123
$163K 0.09%
+36,245
124
$163K 0.09%
12,069
+1,000
125
$158K 0.08%
14,025
+3,325
3 4
5
6 7