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
$155M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$1.06M
3
+$609K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$205K
5
LOW icon
Lowe's Companies
LOW
+$194K

Top Sells

1
+$1.47M
2
+$1.25M
3
+$656K
4
PARA
Paramount Global Class B
PARA
+$604K
5
HD icon
Home Depot
HD
+$310K

Sector Composition

1 Consumer Discretionary 35.96%
2 Financials 13.07%
3 Healthcare 10.9%
4 Technology 8.57%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.13%
+557
52
$200K 0.13%
+420
53
$200K 0.13%
+3,850
54
– –
-15,717
55
– –
-20,406
1 2
3