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
$126M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$911K
3
+$870K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$844K
5
KMI.WS
Kinder Morgan Inc
KMI.WS
+$527K

Top Sells

1
+$955K
2
+$634K
3
+$225K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$172K
5
NYT icon
New York Times
NYT
+$151K

Sector Composition

1 Technology 14.26%
2 Energy 10.52%
3 Industrials 10.01%
4 Financials 9.98%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$165K 0.13%
1,898
127
$165K 0.13%
4,200
128
$164K 0.13%
2,617
129
$160K 0.13%
28,600
-4,820
130
$159K 0.13%
3,300
+300
131
$156K 0.12%
4,050
132
$156K 0.12%
12,200
133
$154K 0.12%
53,750
-15,100
134
$153K 0.12%
6,500
135
$150K 0.12%
13,250
+3,000
136
$147K 0.12%
1,732
137
$146K 0.12%
3,100
138
$145K 0.12%
10,983
139
$145K 0.12%
16,500
140
$144K 0.11%
1,597
141
$141K 0.11%
2,885
142
$139K 0.11%
1,427
143
$134K 0.11%
1,500
144
$133K 0.11%
30,000
145
$131K 0.1%
1,740
146
$126K 0.1%
1,290
+105
147
$126K 0.1%
2,200
148
$125K 0.1%
2,400
149
$125K 0.1%
1,492
150
$123K 0.1%
4,600
4 5
6
7 8