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
$140M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$787K
3
+$604K
4
PMO
Putnam Municipal Opportunities Trust
PMO
+$495K
5
GILD icon
Gilead Sciences
GILD
+$448K

Top Sells

1
+$358K
2
+$325K
3
+$320K
4
KMI.WS
Kinder Morgan Inc
KMI.WS
+$273K
5
XRX icon
Xerox
XRX
+$263K

Sector Composition

1 Technology 13.37%
2 Healthcare 10.82%
3 Industrials 10.56%
4 Financials 9.3%
5 Energy 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$121K 0.09%
796
+167
152
$120K 0.09%
2,220
153
$117K 0.08%
8,500
154
$114K 0.08%
2,077
155
$113K 0.08%
1,271
-508
156
$111K 0.08%
13,000
157
$108K 0.08%
4,200
158
$106K 0.08%
4,000
159
$106K 0.08%
2,360
160
$102K 0.07%
1,015
-33
161
$101K 0.07%
1,000
162
$100K 0.07%
55,000
+21,000
163
$99K 0.07%
464
164
$96K 0.07%
2,764
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165
$90K 0.06%
861
166
$89K 0.06%
4,500
167
$89K 0.06%
+1,000
168
$87K 0.06%
659
169
$84K 0.06%
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170
$84K 0.06%
+1,250
171
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6,000
172
$82K 0.06%
2,000
-796
173
$81K 0.06%
2,000
174
$81K 0.06%
29,184
-26,297
175
$81K 0.06%
24,900
+4,500
5 6
7
8 9