BAM

Brave Asset Management Portfolio holdings

AUM $421M
1-Year Est. Return 24.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$1.54M
3
+$1.29M
4
STLD icon
Steel Dynamics
STLD
+$1.1M
5
ORCL icon
Oracle
ORCL
+$1.03M

Top Sells

1
+$1.18M
2
+$1.14M
3
+$773K
4
HWM icon
Howmet Aerospace
HWM
+$646K
5
GLD icon
SPDR Gold Trust
GLD
+$559K

Sector Composition

1 Technology 11.67%
2 Healthcare 11.61%
3 Communication Services 10.12%
4 Industrials 9.34%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-239
152
– –
-422
153
– –
-54
154
– –
0
155
– –
-224
156
– –
0
157
– –
-6,200
158
– –
-1,389
159
– –
-4,200
160
– –
-10,138
161
– –
-444
162
– –
-175
163
– –
-2,403
164
– –
-7,635
165
– –
-10,400
166
– –
-7,500
167
– –
-2,489,111
168
– –
-3,812
169
– –
-668
170
– –
-20,000
171
– –
-15,200
172
– –
-8,273
173
– –
-175
174
– –
-6,914
175
– –
-50
4 5 6
7
8