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
$131M
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$757K
3 +$516K
4
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$487K
5
PNR icon
Pentair
PNR
+$454K

Top Sells

1 +$2.06M
2 +$1M
3 +$635K
4
CB
CHUBB CORPORATION
CB
+$540K
5
VYX icon
NCR Voyix
VYX
+$433K

Sector Composition

1 Healthcare 14.11%
2 Industrials 12.03%
3 Technology 11.81%
4 Financials 9.59%
5 Energy 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$76K 0.06%
16,500
177
$76K 0.06%
1,100
178
$75K 0.06%
1,070
179
$74K 0.06%
1,886
180
$73K 0.06%
28,000
+15,500
181
$72K 0.06%
659
182
$71K 0.05%
1,200
183
$70K 0.05%
4,506
+400
184
$69K 0.05%
2,000
185
$69K 0.05%
1,600
186
$68K 0.05%
1,400
187
$68K 0.05%
1,017
188
$67K 0.05%
16,000
189
$66K 0.05%
3,200
190
$66K 0.05%
5,006
191
$65K 0.05%
600
192
$63K 0.05%
2,038
+1,019
193
$63K 0.05%
14,000
+6,000
194
$61K 0.05%
1,452
195
$61K 0.05%
6,097,353
-10,233,715
196
$60K 0.05%
1,000
197
$60K 0.05%
1,064
198
$58K 0.04%
3,525
199
$57K 0.04%
1,332
-400
200
$53K 0.04%
2,000