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
$172M
AUM Growth
-$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$904K
2
+$478K
3
+$400K
4
CDLX icon
Cardlytics
CDLX
+$385K
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$358K

Top Sells

1
+$6.75M
2
+$1.75M
3
+$1.06M
4
DVY icon
iShares Select Dividend ETF
DVY
+$664K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$460K

Sector Composition

1 Technology 13.01%
2 Communication Services 10.48%
3 Financials 8.73%
4 Healthcare 6.8%
5 Energy 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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153
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155
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-7,937
159
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-912
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-36,000
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$0 ﹤0.01%
34,000
163
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-28,900
164
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-1,795
165
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-31,560
3 4 5 6
7