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
$148M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$958K
3
+$741K
4
META icon
Meta Platforms (Facebook)
META
+$736K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$377K

Top Sells

1
+$360K
2
+$335K
3
+$223K
4
BP icon
BP
BP
+$210K
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$172K

Sector Composition

1 Healthcare 13.52%
2 Communication Services 13.19%
3 Industrials 11.65%
4 Technology 11.23%
5 Financials 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$133K 0.09%
2,500
152
$125K 0.08%
4,409
153
$123K 0.08%
1,100
154
$123K 0.08%
10,600
-8,060
155
$117K 0.08%
276
-226
156
$117K 0.08%
11,000
+9,000
157
$116K 0.08%
17,075
+14,775
158
$116K 0.08%
1,420
159
$116K 0.08%
+3,500
160
$114K 0.08%
3,364
161
$114K 0.08%
861
162
$113K 0.08%
9,000
163
$113K 0.08%
2,077
164
$111K 0.08%
1,597
165
$105K 0.07%
1,000
166
$104K 0.07%
4,000
167
$103K 0.07%
14,000
168
$103K 0.07%
55,500
+10,000
169
$101K 0.07%
3,082
170
$100K 0.07%
1,427
171
$99K 0.07%
2,200
172
$96K 0.06%
5,731
+1,225
173
$96K 0.06%
4,868
174
$94K 0.06%
2,767
175
$93K 0.06%
4,500
5 6
7
8 9