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
$346M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$3.86M
3
+$2.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.82M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$707K

Top Sells

1
+$7.66M
2
+$394K
3
+$258K
4
SLB icon
SLB Ltd
SLB
+$232K
5
FLGT icon
Fulgent Genetics
FLGT
+$231K

Sector Composition

1 Communication Services 15.78%
2 Technology 9.61%
3 Financials 6.68%
4 Healthcare 3.23%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$313K 0.09%
7,853
+46
102
$300K 0.09%
6,369
103
$293K 0.08%
24,000
104
$293K 0.08%
5,397
-500
105
$290K 0.08%
4,936
+4
106
$285K 0.08%
5,400
107
$283K 0.08%
11,100
+2,500
108
$280K 0.08%
+2,500
109
$280K 0.08%
6,580
110
$280K 0.08%
1,158
111
$280K 0.08%
13,900
112
$277K 0.08%
2,564
+48
113
$275K 0.08%
7,336
114
$271K 0.08%
372
115
$265K 0.08%
948
116
$253K 0.07%
4,150
117
$251K 0.07%
1,047
+22
118
$243K 0.07%
4,894
-296
119
$233K 0.07%
3,200
120
$233K 0.07%
903
+3
121
$231K 0.07%
5,715
+358
122
$226K 0.07%
+16,644
123
$224K 0.06%
1,117
124
$223K 0.06%
6,780
125
$222K 0.06%
+4,500
3 4
5
6 7