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
$314M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$4.21M
3
+$3.54M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.37M
5
AMZN icon
Amazon
AMZN
+$2.25M

Top Sells

1
+$14.2M
2
+$4.43M
3
+$824K
4
GE icon
GE Aerospace
GE
+$314K
5
V icon
Visa
V
+$295K

Sector Composition

1 Communication Services 12.23%
2 Technology 11.21%
3 Financials 7.03%
4 Healthcare 3.14%
5 Industrials 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$255K 0.08%
+5,648
102
$248K 0.08%
6,503
-56
103
$248K 0.08%
1,000
104
$247K 0.08%
3,569
-90
105
$245K 0.08%
7,504
-25,229
106
$239K 0.08%
1,309
+59
107
$236K 0.07%
6,301
108
$231K 0.07%
1,750
109
$228K 0.07%
1,158
110
$224K 0.07%
18,000
111
$223K 0.07%
12,000
112
$220K 0.07%
+1,600
113
$219K 0.07%
1,096
114
$217K 0.07%
+615
115
$216K 0.07%
6,000
116
$215K 0.07%
3,700
117
$214K 0.07%
13,900
118
$212K 0.07%
4,458
119
$211K 0.07%
+3,329
120
$210K 0.07%
1,523
-977
121
$209K 0.07%
24,000
122
$202K 0.06%
+8,600
123
$202K 0.06%
+5,113
124
$194K 0.06%
15,400
-600
125
$163K 0.05%
+6,000
3 4
5
6 7