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
$146M
AUM Growth
-$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$7.8M
2
+$6.85M
3
+$4.84M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.1M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.87M

Top Sells

1
+$15.2M
2
+$12.4M
3
+$4.61M
4
AMLP icon
Alerian MLP ETF
AMLP
+$3.52M
5
JPM.WS
JPMorgan Chase
JPM.WS
+$3.08M

Sector Composition

1 Technology 13.08%
2 Financials 11.3%
3 Healthcare 10.4%
4 Communication Services 8.58%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.8M 5.25%
+31,216
2
$6.85M 4.61%
+150,350
3
$5.44M 3.66%
107,148
-872
4
$5.14M 3.46%
42,391
+39,891
5
$5.1M 3.43%
24,980
+20,085
6
$4.79M 3.22%
79,366
-10,350
7
$4.46M 3%
51,610
-532
8
$4.35M 2.92%
42,790
-5,220
9
$4.23M 2.85%
43,364
+23,937
10
$4.18M 2.81%
106,100
-132
11
$4.13M 2.78%
66,718
+62,372
12
$3.81M 2.56%
+38,495
13
$3.29M 2.21%
109,005
-381
14
$3.04M 2.04%
9,429
-448
15
$2.85M 1.91%
89,332
-16,385
16
$2.84M 1.91%
+68,831
17
$2.79M 1.88%
25,484
+1,306
18
$2.48M 1.67%
47,960
-3,740
19
$2.44M 1.64%
58,845
-669
20
$2.4M 1.61%
35,164
-2,727
21
$2.36M 1.59%
18,951
-713
22
$2.32M 1.56%
11,917
-194
23
$2.2M 1.48%
20,419
+8,212
24
$2.07M 1.39%
28,334
25
$2.04M 1.37%
24,427
-35
1
2 3 4 5