BAM

Brave Asset Management Portfolio holdings

AUM $424M
1-Year Est. Return 21.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$37.2M
2
+$12.7M
3
+$624K
4
T icon
AT&T
T
+$508K
5
IAU icon
iShares Gold Trust
IAU
+$489K

Top Sells

1
+$12.1M
2
+$5.2M
3
+$3.67M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.48M
5
AAPL icon
Apple
AAPL
+$2.03M

Sector Composition

1 Technology 13.19%
2 Financials 10.65%
3 Communication Services 8.31%
4 Consumer Discretionary 3.6%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$319K 0.09%
752
102
$318K 0.09%
4,176
103
$317K 0.09%
5,418
104
$306K 0.08%
7,050
-1,199
105
$305K 0.08%
7,266
+742
106
$304K 0.08%
403
107
$302K 0.08%
1,009
108
$288K 0.08%
8,336
109
$284K 0.08%
3,100
110
$282K 0.08%
801
-810
111
$279K 0.08%
1,213
112
$273K 0.07%
2,788
+1,560
113
$273K 0.07%
2,988
114
$272K 0.07%
12,137
115
$271K 0.07%
618
116
$269K 0.07%
12,250
117
$261K 0.07%
995
118
$255K 0.07%
3,187
119
$250K 0.07%
+5,000
120
$240K 0.07%
2,824
-349
121
$239K 0.07%
+1,700
122
$232K 0.06%
494
123
$227K 0.06%
+5,850
124
$225K 0.06%
6,191
125
$222K 0.06%
+5,400
3 4
5
6 7