BAM
Brave Asset Management Portfolio holdings
AUM
$367M
1-Year Return
13.76%
This Quarter Return
+0.89%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$172M
AUM Growth
-$6.17M
(-3.5%)
Cap. Flow
-$6.58M
Cap. Flow
% of AUM
-3.82%
Top 10 Holdings %
Top 10 Hldgs %
41.64%
Holding
166
New
16
Increased
45
Reduced
43
Closed
13
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$904K |
| 2 |
SPDR Gold Trust
GLD
|
$478K |
| 3 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$400K |
| 4 |
Cardlytics
CDLX
|
$385K |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$358K |
Top Sells
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$6.75M |
| 2 |
Corning
GLW
|
$1.75M |
| 3 |
Dell
DELL
|
$1.06M |
| 4 |
iShares Select Dividend ETF
DVY
|
$664K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$460K |
Sector Composition
| 1 | Technology | 13.01% |
| 2 | Communication Services | 10.48% |
| 3 | Financials | 8.73% |
| 4 | Healthcare | 6.8% |
| 5 | Energy | 5.09% |
