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
$143M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.28M
3
+$856K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$813K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$751K

Top Sells

1
+$714K
2
+$677K
3
+$632K
4
FE icon
FirstEnergy
FE
+$517K
5
CHS
Chicos FAS, Inc.
CHS
+$187K

Sector Composition

1 Healthcare 12.58%
2 Technology 12.32%
3 Industrials 10.06%
4 Financials 9.33%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$188K 0.13%
2,500
127
$186K 0.13%
4,200
128
$177K 0.12%
2,500
129
$177K 0.12%
1,898
130
$177K 0.12%
3,100
131
$164K 0.12%
17,118
132
$164K 0.12%
15,000
133
$161K 0.11%
34,550
+4,550
134
$158K 0.11%
4,500
-14,730
135
$157K 0.11%
32,300
136
$157K 0.11%
1,877
+450
137
$156K 0.11%
33,600
+2,100
138
$155K 0.11%
3,100
139
$143K 0.1%
2,500
+1,500
140
$143K 0.1%
1,492
141
$138K 0.1%
1,600
142
$136K 0.1%
2,500
143
$135K 0.09%
3,000
144
$134K 0.09%
2,200
145
$134K 0.09%
3,089
+3,000
146
$133K 0.09%
1,365
+75
147
$126K 0.09%
3,364
+600
148
$125K 0.09%
1,597
149
$123K 0.09%
9,000
-3,200
150
$119K 0.08%
796
4 5
6
7 8