BAM
Brave Asset Management Portfolio holdings
AUM
$367M
This Quarter Return
+7.68%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$295M
AUM Growth
+$295M
(+51%)
Cap. Flow
+$88.3M
Cap. Flow
% of AUM
29.97%
Top 10 Holdings %
Top 10 Hldgs %
62.05%
Holding
161
New
14
Increased
26
Reduced
18
Closed
15
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$57.4M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$15M |
| 3 |
iShares Gold Trust
IAU
|
$14.2M |
| 4 |
iShares Select Dividend ETF
DVY
|
$10.1M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$1.73M |
Top Sells
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$4.71M |
| 2 |
The Communication Services Select Sector SPDR Fund
XLC
|
$4.35M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$2.09M |
| 4 |
Walt Disney
DIS
|
$1.71M |
| 5 |
Amazon
AMZN
|
$1.46M |
Sector Composition
| 1 | Communication Services | 11.31% |
| 2 | Technology | 9.77% |
| 3 | Financials | 7.59% |
| 4 | Healthcare | 3.5% |
| 5 | Industrials | 3.25% |
