BAM

Brave Asset Management Portfolio holdings

AUM $409M
1-Year Est. Return 19.38%
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$160M
AUM Growth
-$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$6.01M
3
+$4.85M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M
5
GLD icon
SPDR Gold Trust
GLD
+$1.89M

Top Sells

1
+$10.8M
2
+$8.29M
3
+$3.24M
4
HCA icon
HCA Healthcare
HCA
+$2.9M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$2.44M

Sector Composition

1 Communication Services 13.01%
2 Technology 12.83%
3 Financials 6.48%
4 Healthcare 5.26%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$0 ﹤0.01%
34,000
152
– –
-9,800
153
– –
-6,010
154
– –
-4,691
155
– –
-4,317
156
– –
-177,525
3 4 5 6
7