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
$295M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$57.4M
2
+$15M
3
+$14.2M
4
DVY icon
iShares Select Dividend ETF
DVY
+$10.1M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.73M

Top Sells

1
+$4.71M
2
+$4.35M
3
+$2.09M
4
DIS icon
Walt Disney
DIS
+$1.71M
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-14,000
152
– –
-14,500
153
– –
-64
154
– –
-12,000
155
– –
-90,780
156
– –
-18,965
157
– –
-5
158
– –
-559
159
– –
-80
160
– –
-10,000
161
– –
-24,000
3 4 5 6
7