BAM

Brave Asset Management Portfolio holdings

AUM $367M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$904K
2
+$478K
3
+$400K
4
CDLX icon
Cardlytics
CDLX
+$385K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$358K

Top Sells

1
+$6.75M
2
+$1.75M
3
+$1.06M
4
DVY icon
iShares Select Dividend ETF
DVY
+$664K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$460K

Sector Composition

1 Technology 13.01%
2 Communication Services 10.48%
3 Financials 8.73%
4 Healthcare 6.8%
5 Energy 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$250K 0.14%
844
-1,552
102
$245K 0.14%
11,500
103
$238K 0.14%
2,126
-50
104
$235K 0.13%
5,000
105
$234K 0.13%
4,350
106
$233K 0.13%
7,214
107
$230K 0.13%
2,750
108
$226K 0.13%
27,525
+14,450
109
$226K 0.13%
5,957
-100
110
$222K 0.13%
2,600
111
$217K 0.12%
+4,500
112
$216K 0.12%
+929
113
$216K 0.12%
+5,250
114
$213K 0.12%
1,660
115
$212K 0.12%
5,721
-727
116
$209K 0.12%
44,500
+7,500
117
$208K 0.12%
12,000
-4,653
118
$206K 0.12%
+3,590
119
$206K 0.12%
4,200
120
$204K 0.12%
+1,058
121
$204K 0.12%
+339
122
$202K 0.12%
21,146
+146
123
$201K 0.12%
3,900
124
$188K 0.11%
12,983
125
$183K 0.11%
4,113
3 4
5
6 7