BAM

Brave Asset Management Portfolio holdings

AUM $367M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.93M
3
+$2.22M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.09M
5
DELL icon
Dell
DELL
+$1.06M

Top Sells

1
+$4.21M
2
+$3.05M
3
+$1.25M
4
LLY icon
Eli Lilly
LLY
+$1.04M
5
HON icon
Honeywell
HON
+$672K

Sector Composition

1 Technology 13.75%
2 Communication Services 9.52%
3 Financials 8.04%
4 Healthcare 7.19%
5 Energy 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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