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
$211M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$4.42M
3
+$3.04M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.96M
5
APO icon
Apollo Global Management
APO
+$1.88M

Top Sells

1
+$4.96M
2
+$3.01M
3
+$2.62M
4
BAC icon
Bank of America
BAC
+$1.62M
5
MSFT icon
Microsoft
MSFT
+$1.34M

Sector Composition

1 Technology 11.9%
2 Communication Services 10.97%
3 Financials 7.9%
4 Healthcare 5.08%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30M 14.23%
254,382
+37,441
2
$22.1M 10.46%
124,618
+2,199
3
$11.8M 5.58%
195,589
4
$10.5M 4.95%
89,570
+2,188
5
$10M 4.76%
86,694
-22,610
6
$7.98M 3.78%
23,837
-8,974
7
$7.62M 3.61%
51,809
-1,669
8
$7.15M 3.39%
67,822
+8,408
9
$6.96M 3.3%
33,105
-6,357
10
$5.46M 2.59%
+48,578
11
$5.46M 2.59%
56,721
+15,032
12
$4.53M 2.15%
28,780
-1,800
13
$4.36M 2.07%
73,430
-3,919
14
$4.32M 2.05%
118,385
+53,723
15
$4.01M 1.9%
32,329
+1,226
16
$3.8M 1.8%
51,740
-4,800
17
$3.63M 1.72%
14,263
+212
18
$3.39M 1.61%
42,466
+38,166
19
$3.14M 1.49%
48,946
+1,180
20
$2.73M 1.29%
45,979
+7,026
21
$2.36M 1.12%
7,679
-266
22
$1.94M 0.92%
55,698
-321
23
$1.88M 0.89%
+41,900
24
$1.83M 0.87%
35,425
-187
25
$1.83M 0.87%
+35,100
1
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