BAM

Brave Asset Management Portfolio holdings

AUM $367M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$295M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$57.4M
2
+$15M
3
+$14.2M
4
DVY icon
iShares Select Dividend ETF
DVY
+$10.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M

Top Sells

1
+$4.71M
2
+$4.35M
3
+$2.09M
4
DIS icon
Walt Disney
DIS
+$1.71M
5
AMZN icon
Amazon
AMZN
+$1.46M

Sector Composition

1 Communication Services 11.31%
2 Technology 9.77%
3 Financials 7.59%
4 Healthcare 3.5%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$151K 0.05%
13,500
127
$141K 0.05%
31,000
128
$112K 0.04%
14,000
129
$112K 0.04%
+50,000
130
$109K 0.04%
+17,000
131
$98.4K 0.03%
20,000
+5,000
132
$95.3K 0.03%
+500
133
$89.2K 0.03%
10,000
134
$79K 0.03%
+26,000
135
$78.5K 0.03%
+25,000
136
$71K 0.02%
+15,000
137
$54.2K 0.02%
25,100
138
$52.9K 0.02%
10,000
139
$47K 0.02%
+2,000
140
$45.1K 0.02%
46,000
141
$40.6K 0.01%
20,000
+10,000
142
$32.8K 0.01%
20,000
143
$27.6K 0.01%
10,000
144
$17.3K 0.01%
15,000
145
$13K ﹤0.01%
26
146
$2.08K ﹤0.01%
1,400
147
– –
-933
148
– –
-40
149
– –
-8,600
150
– –
-11,332
3 4 5
6
7