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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
$222M
AUM Growth
-$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$4.75M
3
+$351K
4
WBD icon
Warner Bros
WBD
+$234K
5
BND icon
Vanguard Total Bond Market
BND
+$228K

Top Sells

1
+$17.1M
2
+$14M
3
+$11.8M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$3.46M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.97M

Sector Composition

1 Communication Services 14.42%
2 Technology 13.57%
3 Financials 8.7%
4 Healthcare 4.84%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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