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
201
$63K 0.04%
4,106
+1,226
202
$61K 0.04%
222
203
$61K 0.04%
800
204
$59K 0.04%
2,000
205
$59K 0.04%
1,064
206
$58K 0.04%
15,500
207
$57K 0.04%
25,600
208
$57K 0.04%
686
209
$56K 0.04%
6,000
210
$55K 0.04%
700
211
$55K 0.04%
7,300
-80
212
$55K 0.04%
800
213
$54K 0.04%
547
214
$54K 0.04%
3,001
215
$52K 0.04%
1,500
216
$52K 0.04%
1,452
217
$51K 0.04%
+170
218
$51K 0.04%
1,867
219
$50K 0.04%
10,000
220
$49K 0.03%
1,500
221
$49K 0.03%
2,964
222
$48K 0.03%
300
-30
223
$47K 0.03%
450
+350
224
$46K 0.03%
12,700
225
$46K 0.03%
670
7 8
9
10 11