We are live on ! Find out more
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
$146M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$7.22M
3
+$4.63M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.22M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.2M

Top Sells

1
+$16.4M
2
+$12.8M
3
+$4.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.52M
5
JPM.WS
JPMorgan Chase
JPM.WS
+$3.08M

Sector Composition

1 Technology 13.08%
2 Financials 11.3%
3 Healthcare 10.4%
4 Communication Services 8.58%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-16,000
152
– –
-330,480
153
– –
-6,523
154
– –
-2,500
155
– –
-1,800
156
– –
-11,500
157
– –
0
158
– –
0
159
– –
-274
160
– –
-4,350
161
– –
-12,413
162
– –
-4,290
163
– –
-4,200
164
– –
-24,864
165
– –
-21,180
166
$0 ﹤0.01%
34,000
167
– –
-14,067
168
– –
-11,869
169
– –
-5,173
170
– –
-5,249
171
– –
-42,418
3 4 5 6
7