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
$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
State Street Technology Select Sector SPDR ETF
XLK
+$3.16M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.7M

Sector Composition

1 Communication Services 14.42%
2 Technology 13.67%
3 Financials 8.7%
4 Healthcare 4.84%
5 Industrials 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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163
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