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
$183M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.51M
3
+$2.07M
4
GS icon
Goldman Sachs
GS
+$2.05M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$3.59M
2
+$3.24M
3
+$1.51M
4
NLY icon
Annaly Capital Management
NLY
+$1.36M
5
GE icon
GE Aerospace
GE
+$979K

Sector Composition

1 Technology 11.53%
2 Communication Services 10.93%
3 Financials 9.8%
4 Healthcare 9.36%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$52K 0.03%
15,700
152
$48K 0.03%
+67
153
$44K 0.02%
+1,570
154
$37K 0.02%
+1,389
155
$37K 0.02%
61,700
+20,000
156
$34K 0.02%
+444
157
$30K 0.02%
+239
158
$29K 0.02%
+6,000
159
$26K 0.01%
+42
160
$26K 0.01%
525
-450
161
$22K 0.01%
12,000
-900
162
$22K 0.01%
+800
163
$20K 0.01%
+2,000
164
$19K 0.01%
+162
165
$19K 0.01%
+508
166
$11K 0.01%
+100
167
$11K 0.01%
+180
168
$10K 0.01%
+175
169
$9K ﹤0.01%
+50
170
$9K ﹤0.01%
+75
171
$7K ﹤0.01%
+54
172
$7K ﹤0.01%
+79
173
$6K ﹤0.01%
+175
174
– –
-67,400
175
– –
-1,000
4 5 6
7
8