BAM

Brave Asset Management Portfolio holdings

AUM $421M
1-Year Est. Return 24.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$7.21M
3
+$6.41M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.61M
5
GLD icon
SPDR Gold Trust
GLD
+$1.91M

Top Sells

1
+$12.2M
2
+$8.29M
3
+$3.24M
4
HCA icon
HCA Healthcare
HCA
+$2.9M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.44M

Sector Composition

1 Communication Services 13.01%
2 Technology 12.83%
3 Financials 6.48%
4 Healthcare 5.26%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
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