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
$156M
AUM Growth
+$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
426
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$950K
3
+$752K
4
DAL icon
Delta Air Lines
DAL
+$698K
5
DVY icon
iShares Select Dividend ETF
DVY
+$504K

Top Sells

1
+$829K
2
+$600K
3
+$517K
4
QCOM icon
Qualcomm
QCOM
+$339K
5
STX icon
Seagate
STX
+$333K

Sector Composition

1 Healthcare 11.6%
2 Technology 11.43%
3 Communication Services 11.12%
4 Industrials 10.28%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.02M 5.78%
155,771
-10,350
2
$7.16M 4.59%
181,145
-260
3
$5.38M 3.45%
62,807
+5,884
4
$4.47M 2.86%
42,741
-1,177
5
$3.33M 2.13%
117,840
+11,272
6
$3.19M 2.04%
99,142
-3,689
7
$3.12M 2%
101,700
+3,551
8
$3.04M 1.95%
80,573
-6,058
9
$3.03M 1.94%
34,679
-22
10
$2.94M 1.88%
74,179
+4,964
11
$2.73M 1.75%
47,452
-1,451
12
$2.64M 1.69%
22,356
-720
13
$2.64M 1.69%
33,322
+4,575
14
$2.58M 1.66%
109,300
+2,320
15
$2.51M 1.61%
11,192
16
$2.42M 1.55%
18,404
+791
17
$2.35M 1.51%
20,940
-106
18
$2.2M 1.41%
49,893
+7,097
19
$2.15M 1.38%
15,113
-5,843
20
$2.1M 1.34%
50,100
+10,860
21
$1.96M 1.26%
53,657
-1,123
22
$1.92M 1.23%
14,968
+7,405
23
$1.81M 1.16%
30,452
-524
24
$1.79M 1.15%
12,139
-299
25
$1.75M 1.12%
41,666
+2,338
1
2 3 4 5