BAM
Brave Asset Management Portfolio holdings
AUM
$367M
1-Year Return
13.76%
This Quarter Return
+2.09%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$166M
AUM Growth
+$4.09M
(+2.5%)
Cap. Flow
+$2.99M
Cap. Flow
% of AUM
1.8%
Top 10 Holdings %
Top 10 Hldgs %
31.85%
Holding
170
New
17
Increased
38
Reduced
52
Closed
17
Top Buys
| 1 |
iShares Select Dividend ETF
DVY
|
$12.6M |
| 2 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$4.52M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$2.85M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$2.52M |
| 5 |
Blackstone Mortgage Trust
BXMT
|
$2.13M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$12.1M |
| 2 |
SPDR Gold Trust
GLD
|
$2.5M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.38M |
| 4 |
CELG
Celgene Corp
CELG
|
$1.76M |
| 5 |
Becton Dickinson
BDX
|
$1.16M |
Sector Composition
| 1 | Technology | 13.5% |
| 2 | Communication Services | 10.25% |
| 3 | Industrials | 8.89% |
| 4 | Healthcare | 8.87% |
| 5 | Financials | 8.51% |
