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
$175M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.11M
3
+$1.61M
4
GE icon
GE Aerospace
GE
+$1.13M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.01M

Top Sells

1
+$1.95M
2
+$1.63M
3
+$839K
4
ZD icon
Ziff Davis
ZD
+$665K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$630K

Sector Composition

1 Healthcare 11.46%
2 Technology 10.89%
3 Communication Services 9.45%
4 Industrials 9.19%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$150K 0.08%
+11,500
127
$119K 0.06%
10,800
+2,800
128
$116K 0.06%
+13,550
129
$108K 0.06%
43,500
130
$103K 0.05%
2,625
+1,375
131
$101K 0.05%
+250
132
$91K 0.05%
21,300
+2,800
133
$73K 0.04%
+18,900
134
$73K 0.04%
27,500
135
$63K 0.03%
17,000
-10,000
136
$55K 0.03%
15,700
137
$37K 0.02%
975
138
$36K 0.02%
20,000
+10,000
139
$33K 0.02%
+1,000
140
$33K 0.02%
41,700
141
$28K 0.01%
12,900
-2,676
142
$10K 0.01%
+1,060
143
– –
-2,600
144
– –
-5,950
145
– –
-12,800
146
– –
-21,100
147
– –
0
148
– –
-4,700
149
– –
-7,100
150
– –
0
3 4 5
6
7