BAM

Brave Asset Management Portfolio holdings

AUM $367M
1-Year Est. Return 13.76%
This Quarter Est. Return
1 Year Est. Return
+13.76%
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
+$26.6M
2
+$4.47M
3
+$303K
4
BND icon
Vanguard Total Bond Market
BND
+$226K
5
PEP icon
PepsiCo
PEP
+$208K

Top Sells

1
+$16M
2
+$13.5M
3
+$11M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.16M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.7M

Sector Composition

1 Communication Services 14.42%
2 Technology 13.67%
3 Financials 8.69%
4 Healthcare 4.84%
5 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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154
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158
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160
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162
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-932
163
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-5,500
3 4 5 6
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