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
$183M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.51M
3
+$2.07M
4
GS icon
Goldman Sachs
GS
+$2.05M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$3.59M
2
+$3.24M
3
+$1.51M
4
NLY icon
Annaly Capital Management
NLY
+$1.36M
5
GE icon
GE Aerospace
GE
+$979K

Sector Composition

1 Technology 11.53%
2 Communication Services 10.93%
3 Financials 9.8%
4 Healthcare 9.36%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$203K 0.11%
+4,850
127
$203K 0.11%
+2,500
128
$180K 0.09%
+1,155
129
$176K 0.09%
+7,500
130
$170K 0.09%
497
+247
131
$158K 0.08%
4,000
+1,375
132
$153K 0.08%
14,025
133
$147K 0.08%
11,500
134
$142K 0.07%
+2,337
135
$135K 0.07%
171
-20
136
$131K 0.07%
+1,433
137
$115K 0.06%
27,800
+6,500
138
$105K 0.05%
13,550
139
$92K 0.05%
+5,725
140
$90K 0.05%
28,900
+10,000
141
$88K 0.05%
43,500
142
$86K 0.04%
27,500
143
$77K 0.04%
10,800
144
$75K 0.04%
+1,036
145
$74K 0.04%
+2,950
146
$67K 0.03%
+12,216
147
$57K 0.03%
+422
148
$57K 0.03%
+10,000
149
$56K 0.03%
17,000
150
$54K 0.03%
+17,000
4 5
6
7 8