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
$183M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.51M
3
+$2.07M
4
GS icon
Goldman Sachs
GS
+$2.05M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$3.59M
2
+$3.24M
3
+$1.51M
4
NLY icon
Annaly Capital Management
NLY
+$1.36M
5
GE icon
GE Aerospace
GE
+$979K

Sector Composition

1 Technology 11.53%
2 Communication Services 10.93%
3 Financials 9.8%
4 Healthcare 9.36%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$305K 0.16%
4,097
-4
102
$304K 0.16%
5,000
103
$302K 0.16%
17,218
-4,580
104
$291K 0.15%
6,590
-3,600
105
$290K 0.15%
+20,015
106
$274K 0.14%
2,947
107
$267K 0.14%
7,373
108
$264K 0.14%
2,500
-11
109
$261K 0.14%
+15,300
110
$260K 0.14%
1,800
111
$256K 0.13%
16,800
112
$249K 0.13%
13,450
+1,450
113
$243K 0.13%
122
-86
114
$242K 0.13%
1,600
115
$238K 0.12%
4,200
116
$233K 0.12%
16,983
117
$232K 0.12%
17,118
118
$231K 0.12%
3,228
-79
119
$224K 0.12%
1,660
120
$221K 0.12%
20,700
121
$216K 0.11%
+2,500
122
$215K 0.11%
+4,100
123
$213K 0.11%
+2,200
124
$211K 0.11%
10,000
125
$211K 0.11%
16,535
-3,810
3 4
5
6 7