BCM

Brookmont Capital Management Portfolio holdings

AUM $174M
1-Year Est. Return 9%
This Quarter Est. Return
1 Year Est. Return
+9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.1M
3
+$249K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$214K
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$205K

Top Sells

1
+$2.15M
2
+$215K
3
+$25.3K
4
JPM icon
JPMorgan Chase
JPM
+$22.4K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$19.9K

Sector Composition

1 Consumer Discretionary 35.14%
2 Financials 13.2%
3 Healthcare 9.31%
4 Technology 8.92%
5 Industrials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$214K 0.13%
+2,600
52
$209K 0.13%
522
-35
53
$206K 0.12%
420
54
$205K 0.12%
+2,279
55
$201K 0.12%
+1,469
56
– –
-1,132
57
– –
-25,206
1 2
3