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
$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
1
$5.87M 4.66%
150,455
+22,300
2
$3.31M 2.62%
33,851
3
$2.87M 2.28%
23,143
-42
4
$2.82M 2.24%
92,555
5
$2.76M 2.19%
37,592
-13,020
6
$2.68M 2.13%
103,825
7
$2.42M 1.92%
44,606
+314
8
$2.41M 1.91%
115,750
-5,650
9
$2.37M 1.88%
24,116
-235
10
$2.22M 1.76%
54,200
+660
11
$2.1M 1.66%
30,052
+100
12
$2.03M 1.61%
30,362
+600
13
$1.94M 1.54%
50,185
+5,115
14
$1.89M 1.5%
18,998
15
$1.88M 1.49%
39,999
16
$1.87M 1.48%
74,832
17
$1.85M 1.46%
2,049,625
+39,668
18
$1.66M 1.31%
11,192
19
$1.6M 1.27%
14,113
+120
20
$1.54M 1.22%
80,556
-33,096
21
$1.51M 1.2%
50,759
-949
22
$1.51M 1.2%
22,575
+2,700
23
$1.5M 1.19%
21,314
-100
24
$1.46M 1.15%
14,845
25
$1.37M 1.08%
+13,500
1
2 3 4 5