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
201
$52K 0.04%
1,500
202
$51K 0.04%
547
203
$51K 0.04%
35
204
$50K 0.04%
2,000
205
$50K 0.04%
+9,000
206
$49K 0.04%
400
207
$49K 0.04%
1,500
-2,000
208
$48K 0.04%
2,000
+1,000
209
$47K 0.04%
700
210
$46K 0.04%
12,600
211
$46K 0.04%
800
212
$46K 0.04%
170
213
$46K 0.04%
800
214
$46K 0.04%
686
215
$46K 0.04%
646
216
$45K 0.03%
26,000
217
$44K 0.03%
25,600
218
$44K 0.03%
2,500
219
$43K 0.03%
670
220
$43K 0.03%
15,500
221
$42K 0.03%
2,000
222
$41K 0.03%
300
223
$40K 0.03%
3,093
224
$40K 0.03%
648
225
$39K 0.03%
12,700
7 8
9
10 11