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
$318M
AUM Growth
+$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$6.36M
3
+$5.18M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.67M
5
ZD icon
Ziff Davis
ZD
+$1.61M

Top Sells

1
+$5.92M
2
+$2.58M
3
+$329K
4
PYPL icon
PayPal
PYPL
+$241K
5
V icon
Visa
V
+$228K

Sector Composition

1 Technology 14.36%
2 Financials 11.11%
3 Communication Services 9.57%
4 Consumer Discretionary 3.87%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCX icon
101
Freeport-McMoran
FCX
$59.1B
$312K 0.1%
+8,249
LNC icon
102
Lincoln National
LNC
$7.31B
$299K 0.09%
8,336
-500
EQT icon
103
EQT Corp
EQT
$33.7B
$294K 0.09%
5,500
-1,900
FXI icon
104
iShares China Large-Cap ETF
FXI
$6.83B
$293K 0.09%
+8,173
PFE icon
105
Pfizer
PFE
$139B
$290K 0.09%
11,442
-12,976
EFIV icon
106
SPDR S&P 500 ESG ETF
EFIV
$1.17B
$290K 0.09%
5,418
+119
CRWD icon
107
CrowdStrike
CRWD
$122B
$287K 0.09%
814
+126
UNP icon
108
Union Pacific
UNP
$134B
$287K 0.09%
1,213
L icon
109
Loews
L
$20.5B
$285K 0.09%
3,100
BABA icon
110
Alibaba
BABA
$387B
$283K 0.09%
+2,140
FLNG icon
111
FLEX LNG
FLNG
$1.36B
$282K 0.09%
12,250
-3,050
INTC icon
112
Intel
INTC
$176B
$276K 0.09%
12,137
-1,910
DOW icon
113
Dow Inc
DOW
$15.5B
$272K 0.08%
7,797
-618
IWF icon
114
iShares Russell 1000 Growth ETF
IWF
$122B
$272K 0.08%
752
NEM icon
115
Newmont
NEM
$99.7B
$270K 0.08%
5,600
-400
KMB icon
116
Kimberly-Clark
KMB
$40.3B
$254K 0.08%
1,788
-250
URI icon
117
United Rentals
URI
$63.1B
$253K 0.08%
403
SJM icon
118
J.M. Smucker
SJM
$11.2B
$236K 0.07%
1,995
-710
SQQQ icon
119
ProShares UltraPro Short QQQ
SQQQ
$1.98B
$235K 0.07%
6,140
-860
SCHW icon
120
Charles Schwab
SCHW
$171B
$234K 0.07%
2,988
LH icon
121
Labcorp
LH
$23.8B
$232K 0.07%
995
LIN icon
122
Linde
LIN
$211B
$230K 0.07%
494
-15
VUG icon
123
Vanguard Growth ETF
VUG
$195B
$229K 0.07%
618
AFL icon
124
Aflac
AFL
$57.6B
$229K 0.07%
2,059
WFC icon
125
Wells Fargo
WFC
$262B
$229K 0.07%
3,187
3 4
5
6 7