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
$156M
AUM Growth
+$311K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.75M
3
+$701K
4
BA icon
Boeing
BA
+$692K
5
C.WS.A
Citigroup Inc
C.WS.A
+$638K

Top Sells

1
+$4.49M
2
+$1.71M
3
+$934K
4
PMO
Putnam Municipal Opportunities Trust
PMO
+$795K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$784K

Sector Composition

1 Communication Services 14.16%
2 Technology 11.1%
3 Industrials 10.67%
4 Healthcare 10.6%
5 Financials 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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