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
$148M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$958K
3
+$741K
4
META icon
Meta Platforms (Facebook)
META
+$736K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$377K

Top Sells

1
+$360K
2
+$335K
3
+$223K
4
BP icon
BP
BP
+$210K
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$172K

Sector Composition

1 Healthcare 13.52%
2 Communication Services 13.19%
3 Industrials 11.65%
4 Technology 11.23%
5 Financials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$214K 0.14%
7,150
127
$213K 0.14%
2,200
128
$211K 0.14%
1,666
129
$205K 0.14%
5,000
130
$201K 0.14%
16,200
131
$197K 0.13%
2,126
132
$193K 0.13%
3,800
133
$182K 0.12%
4,050
134
$181K 0.12%
1,530
135
$180K 0.12%
3,100
136
$176K 0.12%
4,200
137
$172K 0.12%
1,800
-98
138
$172K 0.12%
929
-492
139
$170K 0.11%
3,100
140
$169K 0.11%
2,500
141
$166K 0.11%
3,883
-834
142
$156K 0.11%
1,600
143
$156K 0.11%
+5,200
144
$155K 0.1%
9,970
+3,519
145
$151K 0.1%
18,000
146
$149K 0.1%
1,492
147
$148K 0.1%
32,300
148
$145K 0.1%
17,118
149
$143K 0.1%
4,500
150
$134K 0.09%
3,247
+1,337
4 5
6
7 8