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
$150M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.33M
3
+$1.15M
4
IBM icon
IBM
IBM
+$833K
5
FCX icon
Freeport-McMoran
FCX
+$620K

Top Sells

1
+$766K
2
+$716K
3
+$569K
4
L icon
Loews
L
+$551K
5
PNR icon
Pentair
PNR
+$483K

Sector Composition

1 Healthcare 12%
2 Technology 11.28%
3 Industrials 11.16%
4 Communication Services 10.79%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$205K 0.14%
4,735
+235
127
$196K 0.13%
17,324
128
$195K 0.13%
2,500
129
$194K 0.13%
3,100
130
$189K 0.13%
376
+100
131
$186K 0.12%
4,409
132
$183K 0.12%
66
+8
133
$167K 0.11%
+3,395
134
$166K 0.11%
6,400
-1,000
135
$166K 0.11%
2,500
136
$164K 0.11%
4,000
-13,450
137
$164K 0.11%
2,108,242
+110,440
138
$162K 0.11%
6,900
-3,200
139
$157K 0.11%
4,500
140
$157K 0.11%
+450
141
$155K 0.1%
3,950
142
$154K 0.1%
4,200
143
$152K 0.1%
17,118
144
$150K 0.1%
3,247
145
$147K 0.1%
1,800
146
$146K 0.1%
13,650
+2,000
147
$142K 0.1%
8,600
+5,000
148
$141K 0.09%
1,600
149
$133K 0.09%
15,000
-3,000
150
$130K 0.09%
4,000
4 5
6
7 8