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
$150M
AUM Growth
+$7.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.33M
3
+$1.15M
4
IBM icon
IBM
IBM
+$833K
5
FCX icon
Freeport-McMoran
FCX
+$620K

Top Sells

1
+$766K
2
+$716K
3
+$569K
4
L icon
Loews
L
+$551K
5
PNR icon
Pentair
PNR
+$483K

Sector Composition

1 Healthcare 12%
2 Technology 11.28%
3 Industrials 11.16%
4 Communication Services 10.79%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.13M 6.1%
166,121
-10,350
2
$7.24M 4.84%
181,405
+2,500
3
$4.85M 3.25%
56,923
+21,135
4
$4.33M 2.9%
43,918
+1,468
5
$3.44M 2.3%
102,831
+516
6
$3.25M 2.18%
34,701
+470
7
$3.2M 2.14%
98,149
+528
8
$3.16M 2.11%
20,956
-803
9
$2.84M 1.9%
86,631
+5,921
10
$2.8M 1.87%
23,076
11
$2.63M 1.76%
11,192
12
$2.55M 1.7%
106,568
+6,572
13
$2.5M 1.67%
48,903
+653
14
$2.46M 1.64%
69,215
+12,498
15
$2.4M 1.6%
28,747
+2,562
16
$2.37M 1.59%
21,046
-2,760
17
$2.29M 1.53%
17,613
+3,938
18
$2.19M 1.47%
106,980
-920
19
$1.85M 1.23%
40,720
-2,665
20
$1.82M 1.22%
12,438
21
$1.74M 1.16%
39,328
+13,747
22
$1.7M 1.14%
30,976
23
$1.69M 1.13%
8,053
24
$1.69M 1.13%
11,055
25
$1.58M 1.06%
125,833
+19,538
1
2 3 4 5