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BCM

Brookmont Capital Management Portfolio holdings

AUM $179M
1-Year Est. Return 11.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.27M
3
+$247K
4
SCI icon
Service Corp International
SCI
+$219K
5
COST icon
Costco
COST
+$208K

Top Sells

1
+$1.6M
2
+$1.09M
3
+$272K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$270K
5
MCD icon
McDonald's
MCD
+$236K

Sector Composition

1 Consumer Discretionary 39.19%
2 Financials 12.75%
3 Healthcare 10.81%
4 Industrials 9.26%
5 Technology 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.06M 1.15%
24,716
-937
27
$1.94M 1.08%
13,841
-683
28
$1.88M 1.04%
10,115
-439
29
$1.71M 0.95%
9,167
+478
30
$1.63M 0.91%
10,504
-414
31
$1.62M 0.9%
9,683
-477
32
$1.49M 0.83%
16,525
-169
33
$1.28M 0.71%
16,856
-299
34
$1.1M 0.61%
1,650
-420
35
$1.03M 0.58%
10,323
-1,613
36
$949K 0.53%
15,048
-77
37
$884K 0.49%
9,259
-525
38
$871K 0.48%
13,350
-337
39
$672K 0.37%
5,652
-1,982
40
$653K 0.36%
5,576
-9,832
41
$576K 0.32%
3,125
+32
42
$564K 0.31%
7,148
-1,859
43
$516K 0.29%
5,522
-1,948
44
$463K 0.26%
1,404
+89
45
$416K 0.23%
5,328
-1,534
46
$413K 0.23%
1,914
-485
47
$394K 0.22%
1,065
+106
48
$345K 0.19%
3,059
-320
49
$342K 0.19%
1,344
+252
50
$338K 0.19%
1,541
+236
1
2
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