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
$126M
AUM Growth
+$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$911K
3
+$870K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$844K
5
KMI.WS
Kinder Morgan Inc
KMI.WS
+$527K

Top Sells

1
+$955K
2
+$634K
3
+$225K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$172K
5
NYT icon
New York Times
NYT
+$151K

Sector Composition

1 Technology 14.26%
2 Energy 10.52%
3 Industrials 10.01%
4 Financials 9.98%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$58K 0.05%
670
202
$58K 0.05%
16,000
203
$58K 0.05%
464
204
$57K 0.05%
233
205
$56K 0.04%
3,000
206
$55K 0.04%
1,125
207
$55K 0.04%
800
208
$55K 0.04%
1,064
209
$55K 0.04%
686
210
$53K 0.04%
12,700
211
$52K 0.04%
+1,875
212
$52K 0.04%
4,000
213
$50K 0.04%
2,880
214
$50K 0.04%
1,452
215
$50K 0.04%
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216
$50K 0.04%
1,400
217
$49K 0.04%
387
218
$49K 0.04%
1,200
219
$48K 0.04%
1,000
220
$48K 0.04%
2,000
221
$48K 0.04%
2,500
222
$48K 0.04%
800
223
$47K 0.04%
547
224
$46K 0.04%
1,500
225
$46K 0.04%
1,257
-1,008
7 8
9
10 11