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BAM

Brave Asset Management Portfolio holdings

AUM $421M
1-Year Est. Return 24.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
-$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$5.26M
3
+$1.51M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$697K
5
TXN icon
Texas Instruments
TXN
+$644K

Top Sells

1
+$50.2M
2
+$12.8M
3
+$8.34M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.01M
5
NEA icon
Nuveen AMT-Free Quality Municipal Income Fund
NEA
+$4.43M

Sector Composition

1 Communication Services 15.06%
2 Technology 13.11%
3 Financials 8.07%
4 Healthcare 4.01%
5 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32K 0.01%
20,000
152
$19K 0.01%
26
153
$18K 0.01%
64
154
$14K ﹤0.01%
5
155
$11K ﹤0.01%
80
156
– –
-34,000
157
– –
-4,150
158
– –
-1,129
159
– –
-1,358
160
– –
-1,521
161
– –
-1,330
162
– –
-439,839
163
– –
-11,152
164
– –
-1,172
165
– –
-6,449
166
– –
-600
167
– –
-2,160
168
– –
-2,500
169
– –
-284,249
3 4 5 6
7