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
$295M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$5.28M
3
+$5.17M
4
MMM icon
3M
MMM
+$1.66M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.54M

Top Sells

1
+$3.53M
2
+$3.36M
3
+$2.62M
4
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$2.13M
5
APO icon
Apollo Global Management
APO
+$2.09M

Sector Composition

1 Communication Services 14.19%
2 Technology 9.57%
3 Financials 7.18%
4 Healthcare 3.79%
5 Industrials 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$299K 0.1%
948
102
$298K 0.1%
5,622
103
$298K 0.1%
10,975
104
$291K 0.1%
+11,600
105
$286K 0.1%
1,307
-163
106
$282K 0.1%
24,000
107
$276K 0.09%
+1,000
108
$272K 0.09%
+2,516
109
$270K 0.09%
1,117
110
$265K 0.09%
19,850
-12,150
111
$264K 0.09%
9,903
+93
112
$261K 0.09%
+4,676
113
$258K 0.09%
7,000
-1,000
114
$253K 0.09%
+4,400
115
$252K 0.09%
1,192
116
$243K 0.08%
1,025
117
$238K 0.08%
12,000
-2,500
118
$237K 0.08%
3,759
-300
119
$233K 0.08%
+3,125
120
$228K 0.08%
4,500
121
$225K 0.08%
3,543
-500
122
$221K 0.07%
9,250
-4,000
123
$221K 0.07%
+6,780
124
$216K 0.07%
4,150
125
$215K 0.07%
+5,937
3 4
5
6 7