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
$142M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$972K
2
+$616K
3
+$613K
4
CLF icon
Cleveland-Cliffs
CLF
+$590K
5
DVY icon
iShares Select Dividend ETF
DVY
+$399K

Top Sells

1
+$1.29M
2
+$732K
3
+$731K
4
JPM.WS
JPMorgan Chase
JPM.WS
+$362K
5
NBR icon
Nabors Industries
NBR
+$361K

Sector Composition

1 Technology 13.41%
2 Energy 10.03%
3 Industrials 8.97%
4 Financials 8.78%
5 Healthcare 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.99M 4.22%
149,955
-500
2
$3.41M 2.4%
33,851
3
$3.29M 2.32%
42,773
+5,181
4
$3.16M 2.23%
102,325
-1,500
5
$2.88M 2.03%
22,830
-313
6
$2.61M 1.84%
92,555
7
$2.52M 1.78%
24,116
8
$2.46M 1.74%
44,606
9
$2.41M 1.7%
109,750
-6,000
10
$2.33M 1.64%
29,362
-1,000
11
$2.28M 1.61%
54,600
+400
12
$2.1M 1.48%
49,485
-700
13
$2.06M 1.46%
18,998
14
$2.01M 1.42%
40,560
+561
15
$2M 1.41%
85,956
+5,400
16
$1.86M 1.31%
69,432
-5,400
17
$1.83M 1.29%
21,314
18
$1.79M 1.26%
644,300
+9,000
19
$1.72M 1.21%
99,720
+18,200
20
$1.65M 1.16%
13,754
-359
21
$1.6M 1.13%
11,192
22
$1.54M 1.09%
14,845
23
$1.54M 1.09%
46,964
-3,795
24
$1.5M 1.06%
2,001,625
-48,000
25
$1.48M 1.04%
41,278
-1,748
1
2 3 4 5