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
$175M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.11M
3
+$1.62M
4
GE icon
GE Aerospace
GE
+$1.18M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$990K

Top Sells

1
+$1.79M
2
+$1.44M
3
+$840K
4
ZD icon
Ziff Davis
ZD
+$701K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$630K

Sector Composition

1 Healthcare 11.46%
2 Technology 10.89%
3 Communication Services 9.45%
4 Industrials 9.19%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-3,270
152
– –
-5,950
153
– –
-12,800
154
– –
-3,686
155
– –
-6,679
156
– –
-11,900
3 4 5 6
7