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
$393M
AUM Growth
+$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$332K
3
+$291K
4
PLTR icon
Palantir
PLTR
+$243K
5
NFLX icon
Netflix
NFLX
+$222K

Top Sells

1
+$380K
2
+$230K
3
+$229K
4
ENB icon
Enbridge
ENB
+$224K
5
EMR icon
Emerson Electric
EMR
+$223K

Sector Composition

1 Technology 12.33%
2 Communication Services 10.5%
3 Financials 7.75%
4 Consumer Discretionary 3.22%
5 Healthcare 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.9M 16.78%
678,650
+13,109
2
$30.2M 7.68%
133,290
+236
3
$29.5M 7.51%
61,556
+191
4
$23.5M 5.98%
442,714
+3,140
5
$19.5M 4.97%
92,682
-848
6
$19.3M 4.91%
349,868
7
$18.8M 4.79%
34,545
-175
8
$18.4M 4.68%
125,973
+540
9
$18M 4.59%
40,328
+742
10
$17M 4.32%
33,891
+89
11
$12.4M 3.15%
67,430
-647
12
$10.2M 2.6%
50,460
-523
13
$9.56M 2.44%
49,492
-597
14
$6.23M 1.59%
34,136
+38
15
$5.3M 1.35%
69,263
-623
16
$5.06M 1.29%
50,992
-385
17
$4.52M 1.15%
66,311
+618
18
$3.71M 0.94%
16,009
19
$2.65M 0.67%
6,506
-99
20
$2.51M 0.64%
13,774
+11
21
$2.41M 0.61%
13,246
22
$2.02M 0.51%
16,315
-215
23
$1.7M 0.43%
1,878
+14
24
$1.68M 0.43%
924
-5
25
$1.67M 0.43%
3,835
-63
1
2 3 4 5