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
$341M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$701K
3
+$470K
4
VZ icon
Verizon
VZ
+$310K
5
SCHW icon
Charles Schwab
SCHW
+$295K

Top Sells

1
+$421K
2
+$380K
3
+$267K
4
CRWD icon
CrowdStrike
CRWD
+$220K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$219K

Sector Composition

1 Technology 11.93%
2 Communication Services 11.11%
3 Financials 6.96%
4 Healthcare 2.93%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262K 0.08%
4,665
-983
102
$261K 0.08%
+910
103
$261K 0.08%
6,117
104
$260K 0.08%
1,750
105
$254K 0.07%
24,400
-3,000
106
$246K 0.07%
5,700
+200
107
$243K 0.07%
6,533
+30
108
$242K 0.07%
1,309
109
$240K 0.07%
1,158
110
$234K 0.07%
615
111
$233K 0.07%
4,458
112
$233K 0.07%
15,400
113
$233K 0.07%
3,639
+70
114
$229K 0.07%
18,000
115
$223K 0.07%
311
116
$220K 0.06%
5,113
117
$218K 0.06%
+10,483
118
$217K 0.06%
6,500
-1,004
119
$216K 0.06%
+27,000
120
$214K 0.06%
24,000
121
$210K 0.06%
+2,355
122
$207K 0.06%
13,900
123
$205K 0.06%
6,000
124
$203K 0.06%
12,000
125
$161K 0.05%
23,000
3 4
5
6 7