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
$172M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.46M
2
+$1.5M
3
+$1.42M
4
STLD icon
Steel Dynamics
STLD
+$1.14M
5
ORCL icon
Oracle
ORCL
+$1.13M

Top Sells

1
+$1.66M
2
+$1.24M
3
+$773K
4
HWM icon
Howmet Aerospace
HWM
+$646K
5
GLD icon
SPDR Gold Trust
GLD
+$559K

Sector Composition

1 Technology 11.67%
2 Healthcare 11.61%
3 Communication Services 10.12%
4 Industrials 9.34%
5 Financials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13M 6.95%
332,678
+88,248
2
$9.16M 4.88%
37,874
+1,130
3
$6.57M 3.5%
82,028
-4,602
4
$6.38M 3.4%
86,286
-5,800
5
$5.66M 3.01%
43,252
+187
6
$4.58M 2.44%
126,492
-1,268
7
$4.07M 2.17%
20,593
+34
8
$3.79M 2.02%
126,166
+3,431
9
$3.67M 1.95%
11,192
10
$3.48M 1.86%
71,140
+835
11
$3.38M 1.8%
48,539
-1,596
12
$3.26M 1.74%
67,340
+4,640
13
$3.08M 1.64%
107,935
+1,659
14
$2.79M 1.49%
34,617
-230
15
$2.49M 1.33%
49,472
16
$2.48M 1.32%
16,454
+231
17
$2.42M 1.29%
75,770
-5,884
18
$2.39M 1.27%
18,043
-100
19
$2.34M 1.25%
49,360
+11,220
20
$2.29M 1.22%
42,706
+26,356
21
$2.05M 1.09%
11,781
-119
22
$2.02M 1.08%
41,970
-5,512
23
$1.87M 1%
17,590
+3,153
24
$1.83M 0.98%
57,090
+5,866
25
$1.8M 0.96%
25,257
-5,364
1
2 3 4 5