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
$146M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.85M
3
+$4.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.87M

Top Sells

1
+$15.2M
2
+$12.4M
3
+$4.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.52M
5
JPM.WS
JPMorgan Chase
JPM.WS
+$3.08M

Sector Composition

1 Technology 13.08%
2 Financials 11.3%
3 Healthcare 10.4%
4 Communication Services 8.58%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$221K 0.15%
7,214
-6,116
102
$221K 0.15%
23,140
+7,500
103
$219K 0.15%
2,050
+200
104
$217K 0.15%
6,840
+750
105
$207K 0.14%
11,150
-4,725
106
$206K 0.14%
1,660
107
$203K 0.14%
2,200
108
$191K 0.13%
15,000
109
$183K 0.12%
24,400
+2,540
110
$165K 0.11%
12,983
111
$145K 0.1%
18,950
112
$144K 0.1%
44,283
-3,359
113
$122K 0.08%
11,850
-1,874
114
$117K 0.08%
+10,500
115
$116K 0.08%
1,155
+600
116
$108K 0.07%
257
+125
117
$107K 0.07%
15,450
+4,100
118
$98K 0.07%
17,118
119
$97K 0.07%
128,000
-62,000
120
$78K 0.05%
+12,000
121
$68K 0.05%
25,100
122
$65K 0.04%
+3,273
123
$59K 0.04%
296
+138
124
$57K 0.04%
24,000
-3,500
125
$52K 0.04%
+88
3 4
5
6 7