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
$183M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.79M
2
+$2.51M
3
+$2.07M
4
GS icon
Goldman Sachs
GS
+$2.05M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.39M

Top Sells

1
+$3.59M
2
+$3.24M
3
+$1.51M
4
NLY icon
Annaly Capital Management
NLY
+$1.36M
5
GE icon
GE Aerospace
GE
+$979K

Sector Composition

1 Technology 11.53%
2 Communication Services 10.93%
3 Financials 9.8%
4 Healthcare 9.36%
5 Industrials 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 7.66%
386,503
-13,546
2
$11.6M 6.06%
43,612
+5,217
3
$7.46M 3.89%
114,371
+38,435
4
$5.85M 3.05%
73,753
-411
5
$4.61M 2.4%
108,888
-5,044
6
$4.18M 2.18%
88,670
+43,952
7
$4.11M 2.14%
39,416
-882
8
$4.08M 2.12%
47,679
-421
9
$3.8M 1.98%
12,877
-45
10
$3.53M 1.84%
110,220
-1,577
11
$3.24M 1.69%
110,475
+738
12
$3.08M 1.61%
60,952
+350
13
$3.02M 1.57%
45,472
-750
14
$2.86M 1.49%
11,209
+8,045
15
$2.8M 1.46%
15,872
-357
16
$2.79M 1.45%
+33,243
17
$2.63M 1.37%
50,320
+1,340
18
$2.46M 1.28%
22,881
+1,482
19
$2.44M 1.27%
29,167
-1,000
20
$2.29M 1.19%
33,505
+4,613
21
$2.28M 1.19%
16,303
-340
22
$2.27M 1.18%
468,760
+1,000
23
$2.24M 1.17%
40,031
-658
24
$2.23M 1.16%
24,204
+1,416
25
$2.2M 1.15%
11,183
1
2 3 4 5