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
$189M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.35M
2
+$4.96M
3
+$4.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.87M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.8M

Top Sells

1
+$5.16M
2
+$2.22M
3
+$2.1M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.24M
5
DVY icon
iShares Select Dividend ETF
DVY
+$869K

Sector Composition

1 Technology 13.9%
2 Communication Services 11.37%
3 Financials 6.14%
4 Healthcare 5.06%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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