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
$140M
AUM Growth
+$5.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
468
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$787K
3
+$604K
4
PMO
Putnam Municipal Opportunities Trust
PMO
+$495K
5
GILD icon
Gilead Sciences
GILD
+$448K

Top Sells

1
+$358K
2
+$325K
3
+$320K
4
KMI.WS
Kinder Morgan Inc
KMI.WS
+$273K
5
XRX icon
Xerox
XRX
+$263K

Sector Composition

1 Technology 13.37%
2 Healthcare 10.82%
3 Industrials 10.56%
4 Financials 9.3%
5 Energy 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$78K 0.06%
1,000
177
$77K 0.06%
1,886
178
$76K 0.05%
16,000
179
$72K 0.05%
25,600
180
$72K 0.05%
2,000
181
$72K 0.05%
19,000
-3,500
182
$71K 0.05%
1,200
183
$71K 0.05%
4,000
-3,200
184
$69K 0.05%
26,000
185
$69K 0.05%
3,000
186
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3,600
187
$68K 0.05%
4,006
+3,994
188
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+3,000
189
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190
$66K 0.05%
39,600
+5,800
191
$64K 0.05%
600
192
$64K 0.05%
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193
$64K 0.05%
1,064
194
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195
$62K 0.04%
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196
$62K 0.04%
2,600
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197
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198
$61K 0.04%
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199
$61K 0.04%
800
200
$61K 0.04%
1,867
-333
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