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
$187M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$1.36M
3
+$1.11M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$843K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$700K

Top Sells

1
+$2.01M
2
+$598K
3
+$380K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$358K
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$331K

Sector Composition

1 Technology 12.57%
2 Communication Services 10.33%
3 Financials 8.76%
4 Healthcare 6.9%
5 Energy 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K 0.01%
+833
152
$11K 0.01%
68
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153
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-139
154
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-27,525
155
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-5,957
156
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0
157
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-1,000
158
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-5,721
159
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-3,590
160
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-2,500
161
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-4,200
162
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-11,859
163
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-5,250
164
$0 ﹤0.01%
34,000
165
– –
-10,000
166
– –
-32,500
3 4 5 6
7