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
$143M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.28M
3
+$856K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$813K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$751K

Top Sells

1
+$714K
2
+$677K
3
+$632K
4
FE icon
FirstEnergy
FE
+$517K
5
CHS
Chicos FAS, Inc.
CHS
+$187K

Sector Composition

1 Healthcare 12.58%
2 Technology 12.32%
3 Industrials 10.06%
4 Financials 9.33%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$118K 0.08%
1,732
152
$117K 0.08%
4,868
-4,837
153
$115K 0.08%
32,000
154
$114K 0.08%
2,220
155
$114K 0.08%
1,420
156
$113K 0.08%
2,077
157
$109K 0.08%
8,500
158
$107K 0.08%
1,144
-127
159
$106K 0.07%
6,000
-10,564
160
$104K 0.07%
4,000
161
$103K 0.07%
+12,600
162
$102K 0.07%
21,200
-2,200
163
$102K 0.07%
2,360
164
$100K 0.07%
10,100
+6,100
165
$98K 0.07%
861
166
$98K 0.07%
+61
167
$98K 0.07%
+2,500
168
$95K 0.07%
13,000
169
$94K 0.07%
1,000
170
$93K 0.07%
1,100
-1,200
171
$86K 0.06%
659
172
$85K 0.06%
4,500
173
$85K 0.06%
5,000
+2,000
174
$83K 0.06%
2,000
175
$83K 0.06%
6,000
5 6
7
8 9