BAM

Brave Asset Management Portfolio holdings

AUM $367M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.33M
3
+$1.15M
4
IBM icon
IBM
IBM
+$833K
5
FCX icon
Freeport-McMoran
FCX
+$620K

Top Sells

1
+$766K
2
+$716K
3
+$569K
4
L icon
Loews
L
+$551K
5
PNR icon
Pentair
PNR
+$483K

Sector Composition

1 Healthcare 12%
2 Technology 11.28%
3 Industrials 11.16%
4 Communication Services 10.79%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$127K 0.08%
1,200
-292
152
$126K 0.08%
4,868
153
$126K 0.08%
3,142
-461
154
$126K 0.08%
6,736
+500
155
$126K 0.08%
9,000
156
$119K 0.08%
+7,650
157
$118K 0.08%
1,100
158
$114K 0.08%
2,200
159
$113K 0.08%
1,000
160
$113K 0.08%
24,300
161
$111K 0.07%
1,400
-27
162
$110K 0.07%
861
163
$108K 0.07%
31,000
+17,000
164
$105K 0.07%
+9,800
165
$104K 0.07%
+453
166
$101K 0.07%
3,050
-500
167
$101K 0.07%
20,600
-5,000
168
$99K 0.07%
1,388
-32
169
$98K 0.07%
2,077
170
$97K 0.06%
1,597
171
$94K 0.06%
8,000
172
$90K 0.06%
6,000
173
$89K 0.06%
2,000
174
$89K 0.06%
2,170
-190
175
$89K 0.06%
4,500
5 6
7
8 9