BAM
Brave Asset Management Portfolio holdings
AUM
$367M
This Quarter Return
+12.02%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$176M
AUM Growth
+$176M
(+20%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
7.68%
Top 10 Holdings %
Top 10 Hldgs %
38.46%
Holding
163
New
17
Increased
39
Reduced
39
Closed
11
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$9.91M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$6.72M |
| 3 |
Altria Group
MO
|
$4.22M |
| 4 |
Freeport-McMoran
FCX
|
$3.5M |
| 5 |
Ziff Davis
ZD
|
$1.29M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$8.22M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$3.99M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$3.39M |
| 4 |
Boeing
BA
|
$1.96M |
| 5 |
CELG
Celgene Corp
CELG
|
$799K |
Sector Composition
| 1 | Technology | 13.01% |
| 2 | Communication Services | 9.25% |
| 3 | Healthcare | 9.07% |
| 4 | Financials | 7.82% |
| 5 | Industrials | 5.86% |
