BAM
Brave Asset Management Portfolio holdings
AUM
$367M
This Quarter Return
+3.04%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$178M
AUM Growth
+$178M
(+1.3%)
Cap. Flow
-$3.22M
Cap. Flow
% of AUM
-1.81%
Top 10 Holdings %
Top 10 Hldgs %
42.14%
Holding
172
New
21
Increased
37
Reduced
53
Closed
22
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$3.5M |
| 2 |
Industrial Select Sector SPDR Fund
XLI
|
$2.93M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.22M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$1.09M |
| 5 |
Dell
DELL
|
$1.06M |
Top Sells
| 1 |
Altria Group
MO
|
$4.22M |
| 2 |
Freeport-McMoran
FCX
|
$3.05M |
| 3 |
DuPont de Nemours
DD
|
$2.18M |
| 4 |
CELG
Celgene Corp
CELG
|
$1.25M |
| 5 |
Eli Lilly
LLY
|
$1.04M |
Sector Composition
| 1 | Technology | 13.75% |
| 2 | Communication Services | 9.52% |
| 3 | Financials | 8.04% |
| 4 | Healthcare | 7.19% |
| 5 | Energy | 5.22% |
