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
$211M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$4.42M
3
+$3.04M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.96M
5
APO icon
Apollo Global Management
APO
+$1.88M

Top Sells

1
+$4.96M
2
+$3.01M
3
+$2.62M
4
BAC icon
Bank of America
BAC
+$1.62M
5
MSFT icon
Microsoft
MSFT
+$1.34M

Sector Composition

1 Technology 11.9%
2 Communication Services 10.97%
3 Financials 7.9%
4 Healthcare 5.08%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,000
127
– –
-10,035
128
– –
-1,045
129
– –
-4,350
130
– –
-10,225
131
– –
-30,282
132
– –
-42,000
133
– –
-34,100
2 3 4 5
6