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
$327M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$663K
2
+$559K
3
+$380K
4
IAU icon
iShares Gold Trust
IAU
+$342K
5
QCOM icon
Qualcomm
QCOM
+$319K

Top Sells

1
+$1.2M
2
+$295K
3
+$269K
4
F icon
Ford
F
+$233K
5
BMY icon
Bristol-Myers Squibb
BMY
+$233K

Sector Composition

1 Technology 11.47%
2 Communication Services 11.13%
3 Financials 6.94%
4 Healthcare 2.89%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$256K 0.08%
311
102
$253K 0.08%
18,000
103
$247K 0.08%
6,000
104
$244K 0.07%
+402
105
$241K 0.07%
+20,800
106
$234K 0.07%
1,750
107
$231K 0.07%
5,700
108
$229K 0.07%
615
109
$226K 0.07%
6,117
110
$222K 0.07%
1,309
111
$218K 0.07%
13,900
112
$213K 0.07%
10,483
113
$212K 0.06%
4,666
+1
114
$212K 0.06%
8,568
-1,932
115
$210K 0.06%
6,301
-232
116
$209K 0.06%
2,355
117
$207K 0.06%
24,000
118
$205K 0.06%
4,500
119
$203K 0.06%
+5,480
120
$202K 0.06%
4,865
-248
121
$200K 0.06%
995
-163
122
$189K 0.06%
24,900
+500
123
$189K 0.06%
23,000
124
$175K 0.05%
12,000
125
$149K 0.05%
22,200
-4,800
3 4
5
6 7