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
$142M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$616K
3
+$613K
4
CLF icon
Cleveland-Cliffs
CLF
+$590K
5
DVY icon
iShares Select Dividend ETF
DVY
+$399K

Top Sells

1
+$1.29M
2
+$732K
3
+$731K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$362K
5
NBR icon
Nabors Industries
NBR
+$361K

Sector Composition

1 Technology 13.41%
2 Energy 10.03%
3 Industrials 8.97%
4 Financials 8.78%
5 Healthcare 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$126K 0.09%
1,420
152
$125K 0.09%
+500
153
$123K 0.09%
+30,500
154
$121K 0.09%
1,740
155
$118K 0.08%
1,600
156
$117K 0.08%
2,150
157
$116K 0.08%
3,000
158
$115K 0.08%
2,796
159
$113K 0.08%
3,100
-200
160
$112K 0.08%
4,200
-400
161
$112K 0.08%
2,500
162
$109K 0.08%
26,000
163
$109K 0.08%
2,077
164
$109K 0.08%
1,233
+166
165
$108K 0.08%
22,000
-8,000
166
$107K 0.08%
2,500
+500
167
$105K 0.07%
2,220
168
$102K 0.07%
4,000
169
$99K 0.07%
1,500
170
$96K 0.07%
2,360
171
$95K 0.07%
2,877
172
$93K 0.07%
2,000
173
$93K 0.07%
629
174
$92K 0.06%
3,600
175
$92K 0.06%
1,048
-333
5 6
7
8 9