BAM
Brave Asset Management Portfolio holdings
AUM
$367M
1-Year Return
13.76%
This Quarter Return
+4.88%
1 Year Return
+13.76%
3 Year Return
+50.15%
5 Year Return
+91.54%
10 Year Return
+223.87%
AUM
$403M
AUM Growth
+$10.1M
(+2.6%)
Cap. Flow
-$3.79M
Cap. Flow
% of AUM
-0.94%
Top 10 Holdings %
Top 10 Hldgs %
66.36%
Holding
172
New
13
Increased
17
Reduced
32
Closed
6
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$26.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.14M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.39M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$1.11M |
| 5 |
Bristol-Myers Squibb
BMY
|
$331K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$29.9M |
| 2 |
Walt Disney
DIS
|
$4.58M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$525K |
| 4 |
Amazon
AMZN
|
$325K |
| 5 |
3M
MMM
|
$304K |
Sector Composition
| 1 | Technology | 12.4% |
| 2 | Communication Services | 8.22% |
| 3 | Financials | 8.18% |
| 4 | Consumer Discretionary | 3.03% |
| 5 | Healthcare | 2.77% |
