BAM

Brave Asset Management Portfolio holdings

AUM $424M
1-Year Est. Return 21.21%
This Quarter Est. Return
1 Year Est. Return
+21.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$37.6M
2
+$13.2M
3
+$690K
4
T icon
AT&T
T
+$534K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$498K

Top Sells

1
+$13.1M
2
+$5.5M
3
+$3.67M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.64M
5
AAPL icon
Apple
AAPL
+$2.06M

Sector Composition

1 Technology 13.19%
2 Financials 10.65%
3 Communication Services 8.31%
4 Consumer Discretionary 3.6%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$221K 0.06%
1,386
+7
127
$218K 0.06%
+6,112
128
$217K 0.06%
2,059
129
$216K 0.06%
1,179
130
$215K 0.06%
22,000
131
$214K 0.06%
+404
132
$214K 0.06%
5,038
-2,232
133
$213K 0.06%
+2,183
134
$213K 0.06%
4,458
135
$209K 0.06%
140,400
+120,450
136
$208K 0.06%
10,000
137
$204K 0.05%
4,400
-1,250
138
$198K 0.05%
+15,793
139
$191K 0.05%
38,500
140
$183K 0.05%
+10,000
141
$171K 0.05%
+22,500
142
$137K 0.04%
+12,649
143
$132K 0.04%
11,300
144
$131K 0.04%
+15,000
145
$108K 0.03%
+30,000
146
$88.7K 0.02%
13,200
147
$65.3K 0.02%
25,100
148
$59.9K 0.02%
+20,000
149
$59.6K 0.02%
23,000
150
$57.9K 0.02%
11,433
4 5
6
7 8