BAM
Brave Asset Management Portfolio holdings
AUM
$367M
1-Year Return
13.76%
This Quarter Return
+6.14%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$189M
AUM Growth
+$23.1M
(+14%)
Cap. Flow
+$13.7M
Cap. Flow
% of AUM
7.24%
Top 10 Holdings %
Top 10 Hldgs %
38.66%
Holding
165
New
10
Increased
45
Reduced
27
Closed
13
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$13.2M |
| 2 |
iShares Select Dividend ETF
DVY
|
$5.66M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.84M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$676K |
| 5 |
AT&T
T
|
$520K |
Top Sells
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$4.32M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.31M |
| 3 |
Freeport-McMoran
FCX
|
$1.72M |
| 4 |
Ziff Davis
ZD
|
$591K |
| 5 |
ZIONZ
Zions Bancorporation N.A. Warrants
ZIONZ
|
$386K |
Sector Composition
| 1 | Technology | 14.09% |
| 2 | Communication Services | 9.24% |
| 3 | Healthcare | 9.09% |
| 4 | Industrials | 8.59% |
| 5 | Financials | 8.22% |
