BAM
Brave Asset Management Portfolio holdings
AUM
$367M
1-Year Return
13.76%
This Quarter Return
-11.2%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$146M
AUM Growth
-$43.3M
(-23%)
Cap. Flow
-$22.3M
Cap. Flow
% of AUM
-15.28%
Top 10 Holdings %
Top 10 Hldgs %
35.87%
Holding
172
New
20
Increased
32
Reduced
57
Closed
26
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.8M |
| 2 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$6.85M |
| 3 |
SPDR Gold Trust
GLD
|
$4.84M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$4.1M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$3.87M |
Top Sells
| 1 |
iShares Select Dividend ETF
DVY
|
$15.2M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
$12.4M |
| 3 |
Invesco DB Commodity Index Tracking Fund
DBC
|
$4.61M |
| 4 |
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% |
