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
+$311K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$5.03M
2
+$2.75M
3
+$701K
4
BA icon
Boeing
BA
+$692K
5
C.WS.A
Citigroup Inc
C.WS.A
+$638K

Top Sells

1
+$4.49M
2
+$1.71M
3
+$934K
4
PMO
Putnam Municipal Opportunities Trust
PMO
+$795K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$784K

Sector Composition

1 Communication Services 14.16%
2 Technology 11.1%
3 Industrials 10.67%
4 Healthcare 10.6%
5 Financials 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.8M 8.85%
194,436
+38,665
2
$6.79M 4.35%
30,394
+22,492
3
$6.45M 4.13%
173,415
-7,730
4
$5.1M 3.26%
44,074
+1,333
5
$3.57M 2.28%
123,172
+5,332
6
$3.56M 2.28%
22,851
+4,447
7
$3.51M 2.25%
73,086
-1,093
8
$3.32M 2.13%
103,472
+1,772
9
$3.06M 1.95%
99,142
10
$3.05M 1.95%
33,815
-864
11
$3.02M 1.93%
48,580
+1,128
12
$2.96M 1.9%
81,671
+1,098
13
$2.71M 1.74%
111,767
+2,467
14
$2.56M 1.64%
22,256
-100
15
$2.51M 1.61%
11,192
16
$2.51M 1.61%
53,738
+81
17
$2.39M 1.53%
33,399
+77
18
$2.32M 1.48%
50,791
+898
19
$2.23M 1.43%
50,401
+2,026
20
$2.23M 1.43%
14,717
-396
21
$1.97M 1.26%
52,620
+2,520
22
$1.82M 1.16%
15,788
+820
23
$1.81M 1.16%
12,139
24
$1.74M 1.11%
43,608
+1,942
25
$1.74M 1.11%
10,937
+671
1
2 3 4 5