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
$187M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.36M
3
+$1.11M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$843K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$700K

Top Sells

1
+$2.01M
2
+$598K
3
+$380K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$358K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$331K

Sector Composition

1 Technology 12.57%
2 Communication Services 10.33%
3 Financials 8.76%
4 Healthcare 6.9%
5 Energy 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$272K 0.14%
1,025
-52
102
$270K 0.14%
20,600
-546
103
$268K 0.14%
5,065
-38,068
104
$259K 0.13%
4,350
105
$248K 0.13%
1,660
106
$247K 0.13%
5,000
107
$243K 0.13%
2,600
108
$235K 0.12%
6,000
-1,000
109
$230K 0.12%
2,650
-100
110
$228K 0.12%
+1,117
111
$224K 0.12%
+9,977
112
$223K 0.12%
1,058
113
$223K 0.12%
12,000
114
$223K 0.12%
4,140
-1,800
115
$219K 0.11%
4,500
116
$214K 0.11%
+5,372
117
$208K 0.11%
952
+23
118
$205K 0.11%
3,900
119
$204K 0.11%
2,242
-490
120
$203K 0.11%
+6,780
121
$202K 0.1%
27,500
-21,300
122
$200K 0.1%
5,226
-1,988
123
$200K 0.1%
3,587
-526
124
$191K 0.1%
+24,365
125
$190K 0.1%
12,983
3 4
5
6 7