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
$346M
AUM Growth
+$6.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$7.45M
2
+$3.86M
3
+$2.32M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.82M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$707K

Top Sells

1
+$7.66M
2
+$394K
3
+$258K
4
SLB icon
SLB Ltd
SLB
+$232K
5
FLGT icon
Fulgent Genetics
FLGT
+$231K

Sector Composition

1 Communication Services 15.78%
2 Technology 9.61%
3 Financials 6.68%
4 Healthcare 3.23%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$24K 0.01%
5
+1
152
$20K 0.01%
80
153
$18K 0.01%
15,000
154
$2K ﹤0.01%
34,000
155
– –
-2,500
156
– –
-5,724
157
– –
-227,160
158
– –
-2,500
159
– –
-13,000
160
– –
-7,250
161
– –
-9,022
162
– –
-10,000
3 4 5 6
7