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
$341M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$701K
3
+$470K
4
VZ icon
Verizon
VZ
+$310K
5
SCHW icon
Charles Schwab
SCHW
+$295K

Top Sells

1
+$421K
2
+$380K
3
+$267K
4
CRWD icon
CrowdStrike
CRWD
+$220K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$219K

Sector Composition

1 Technology 11.93%
2 Communication Services 11.11%
3 Financials 6.96%
4 Healthcare 2.93%
5 Consumer Discretionary 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$140K 0.04%
14,024
127
$135K 0.04%
4,000
-2,000
128
$124K 0.04%
+1,800
129
$116K 0.03%
+12,000
130
$107K 0.03%
17,000
131
$93.7K 0.03%
22,000
132
$92.5K 0.03%
50,000
133
$88.3K 0.03%
+10,725
134
$85.1K 0.02%
115,000
+18,717
135
$77K 0.02%
15,000
136
$75K 0.02%
15,000
-6,000
137
$56.8K 0.02%
+20,000
138
$55.7K 0.02%
25,100
139
$55K 0.02%
20,000
140
$54.4K 0.02%
+34,000
141
$54.2K 0.02%
+17,000
142
$46.5K 0.01%
+625
143
$41.6K 0.01%
10,000
144
$41.6K 0.01%
38,500
-7,500
145
$27.9K 0.01%
11,000
146
$27.4K 0.01%
10,000
147
$26.9K 0.01%
+30,000
148
$26.4K 0.01%
+10,000
149
$12.1K ﹤0.01%
10,000
150
$12K ﹤0.01%
10,000
-3,000
3 4 5
6
7