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
$143M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.28M
3
+$856K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$813K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$751K

Top Sells

1
+$714K
2
+$677K
3
+$632K
4
FE icon
FirstEnergy
FE
+$517K
5
CHS
Chicos FAS, Inc.
CHS
+$187K

Sector Composition

1 Healthcare 12.58%
2 Technology 12.32%
3 Industrials 10.06%
4 Financials 9.33%
5 Energy 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$80K 0.06%
3,200
-1,000
177
$79K 0.06%
4,006
178
$78K 0.05%
3,600
179
$78K 0.05%
1,000
180
$77K 0.05%
1,200
181
$77K 0.05%
16,000
182
$77K 0.05%
19,000
183
$76K 0.05%
1,886
184
$75K 0.05%
1,250
185
$74K 0.05%
1,400
186
$73K 0.05%
3,000
187
$73K 0.05%
41,000
-14,000
188
$71K 0.05%
3,820
189
$70K 0.05%
26,000
190
$70K 0.05%
400
191
$68K 0.05%
3,600
192
$68K 0.05%
1,461
-83
193
$68K 0.05%
641
-374
194
$67K 0.05%
3,351
+1,117
195
$67K 0.05%
2,000
196
$67K 0.05%
18,400
-6,500
197
$65K 0.05%
1,045
198
$65K 0.05%
600
199
$65K 0.05%
1,000
200
$64K 0.04%
1,600
6 7
8
9 10