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
$159M
AUM Growth
-$3.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.42M
2 +$773K
3 +$220K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$204K
5
NVDA icon
NVIDIA
NVDA
+$195K

Top Sells

1 +$1.31M
2 +$1.26M
3 +$918K
4
COP icon
ConocoPhillips
COP
+$35.8K
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$34.7K

Sector Composition

1 Consumer Discretionary 33.59%
2 Financials 11.2%
3 Healthcare 11.1%
4 Technology 9.38%
5 Industrials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-77,745