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
$175M
AUM Growth
+$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.61M
2
+$2.11M
3
+$1.61M
4
GE icon
GE Aerospace
GE
+$1.13M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.01M

Top Sells

1
+$1.95M
2
+$1.63M
3
+$839K
4
ZD icon
Ziff Davis
ZD
+$665K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$630K

Sector Composition

1 Healthcare 11.46%
2 Technology 10.89%
3 Communication Services 9.45%
4 Industrials 9.19%
5 Financials 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 8.15%
400,049
+67,371
2
$9.65M 5.06%
38,395
+521
3
$5.94M 3.12%
74,164
-7,864
4
$5.88M 3.08%
40,298
-2,954
5
$4.88M 2.56%
75,936
-10,350
6
$4.39M 2.3%
113,932
-12,560
7
$3.59M 1.88%
11,192
8
$3.58M 1.88%
48,100
-439
9
$3.35M 1.76%
111,797
-14,369
10
$3.29M 1.72%
12,922
-7,671
11
$3.25M 1.7%
109,737
+1,802
12
$3.24M 1.7%
67,400
+60
13
$3.15M 1.65%
60,602
-10,538
14
$2.77M 1.46%
16,229
-225
15
$2.5M 1.31%
46,222
-3,250
16
$2.47M 1.3%
30,167
-4,450
17
$2.35M 1.23%
48,980
-380
18
$2.29M 1.2%
19,763
+9,754
19
$2.16M 1.14%
16,643
-1,400
20
$2.16M 1.14%
27,102
+8,781
21
$2.14M 1.13%
63,292
-12,478
22
$2.11M 1.11%
+17,383
23
$2.11M 1.11%
21,399
+3,809
24
$2.09M 1.1%
467,760
-4,640
25
$2.05M 1.07%
25,276
+19
1
2 3 4 5