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
201
$60K 0.04%
2,168
202
$60K 0.04%
400
203
$59K 0.04%
3,820
+1,820
204
$59K 0.04%
222
205
$59K 0.04%
1,500
206
$59K 0.04%
+1,000
207
$58K 0.04%
7,380
-9,000
208
$57K 0.04%
1,600
209
$57K 0.04%
1,500
210
$56K 0.04%
1,000
-1,500
211
$56K 0.04%
686
212
$55K 0.04%
1,045
+200
213
$54K 0.04%
1,301
214
$54K 0.04%
3,001
+2,470
215
$53K 0.04%
330
216
$53K 0.04%
1,452
217
$52K 0.04%
2,880
218
$52K 0.04%
547
219
$52K 0.04%
1,875
220
$51K 0.04%
670
221
$51K 0.04%
700
222
$50K 0.04%
15,500
+4,000
223
$49K 0.04%
616
-884
224
$49K 0.04%
4,000
225
$48K 0.03%
2,964
-143
7 8
9
10 11