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
-$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$381K
3
+$363K
4
DVN icon
Devon Energy
DVN
+$357K
5
AAPL icon
Apple
AAPL
+$317K

Top Sells

1
+$896K
2
+$809K
3
+$554K
4
JNJ icon
Johnson & Johnson
JNJ
+$503K
5
PCP
PRECISION CASTPARTS CORP
PCP
+$478K

Sector Composition

1 Technology 11.99%
2 Industrials 11.88%
3 Communication Services 11.42%
4 Healthcare 11.41%
5 Financials 9.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.45M 6.64%
176,471
-10,350
2
$6.98M 4.91%
178,905
+9,750
3
$4.25M 2.99%
42,450
+530
4
$3.31M 2.33%
21,759
-814
5
$2.92M 2.05%
35,788
+4,450
6
$2.89M 2.03%
97,621
7
$2.88M 2.02%
102,315
-8,010
8
$2.86M 2.01%
34,231
-250
9
$2.73M 1.91%
99,996
+11,620
10
$2.67M 1.87%
48,250
-2,100
11
$2.64M 1.85%
23,806
-1,800
12
$2.61M 1.83%
80,710
+30
13
$2.5M 1.75%
23,076
-4,650
14
$2.4M 1.69%
26,185
+1,755
15
$2.27M 1.59%
11,192
16
$2.25M 1.58%
107,900
-2,400
17
$2.22M 1.56%
56,717
+7,068
18
$2.01M 1.41%
43,385
-2,100
19
$1.74M 1.22%
13,675
+750
20
$1.73M 1.22%
12,438
-598
21
$1.71M 1.2%
41,700
+300
22
$1.66M 1.16%
8,053
+1,050
23
$1.61M 1.13%
126,431
+11,000
24
$1.56M 1.1%
30,976
+498
25
$1.52M 1.07%
19,803
+1,260
1
2 3 4 5