BCM

Brookmont Capital Management Portfolio holdings

AUM $173M
1-Year Est. Return 3.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
+$785K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.16M
3
+$900K
4
CMCSA icon
Comcast
CMCSA
+$740K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$196K

Top Sells

1
+$1.91M
2
+$1.49M
3
+$1.14M
4
HD icon
Home Depot
HD
+$955K
5
JPM icon
JPMorgan Chase
JPM
+$905K

Sector Composition

1 Consumer Discretionary 37.73%
2 Healthcare 12.97%
3 Technology 11.04%
4 Financials 8.62%
5 Industrials 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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-807
55
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56
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57
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-6,676
58
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-14,596
59
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-17,774
60
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-1,200
61
– –
-1,659
62
– –
-4,884
1 2
3