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
$295M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$57.4M
2
+$15M
3
+$14.2M
4
DVY icon
iShares Select Dividend ETF
DVY
+$10.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M

Top Sells

1
+$4.71M
2
+$4.35M
3
+$2.09M
4
DIS icon
Walt Disney
DIS
+$1.71M
5
AMZN icon
Amazon
AMZN
+$1.46M

Sector Composition

1 Communication Services 11.31%
2 Technology 9.77%
3 Financials 7.59%
4 Healthcare 3.5%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$260K 0.09%
6,301
102
$258K 0.09%
17,680
103
$256K 0.09%
6,559
+25
104
$255K 0.09%
4,458
105
$254K 0.09%
1,000
106
$252K 0.09%
5,480
107
$248K 0.08%
1,750
108
$237K 0.08%
6,780
109
$234K 0.08%
1,158
110
$231K 0.08%
4,500
111
$228K 0.08%
18,400
+3,000
112
$226K 0.08%
1,250
113
$224K 0.08%
311
114
$222K 0.08%
11,791
115
$222K 0.07%
10,511
-970
116
$216K 0.07%
+6,580
117
$216K 0.07%
+3,700
118
$215K 0.07%
+5,500
119
$214K 0.07%
18,000
120
$213K 0.07%
+3,750
121
$210K 0.07%
24,000
122
$206K 0.07%
12,000
123
$203K 0.07%
13,900
124
$186K 0.06%
16,000
+1,000
125
$156K 0.05%
14,024
3 4
5
6 7