BAM
Brave Asset Management Portfolio holdings
AUM
$367M
This Quarter Return
+8.22%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$187M
AUM Growth
+$187M
(+8.9%)
Cap. Flow
+$2.65M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
42.91%
Holding
167
New
15
Increased
34
Reduced
50
Closed
12
Top Buys
Top Sells
| 1 |
Oracle
ORCL
|
$2.01M |
| 2 |
Johnson & Johnson
JNJ
|
$598K |
| 3 |
DuPont de Nemours
DD
|
$380K |
| 4 |
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% |
