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
$194M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$574K
2
+$208K
3
+$208K
4
LOW icon
Lowe's Companies
LOW
+$182K
5
NVO icon
Novo Nordisk
NVO
+$113K

Top Sells

1
+$808K
2
+$422K
3
+$340K
4
GE icon
GE Aerospace
GE
+$246K
5
WFC icon
Wells Fargo
WFC
+$179K

Sector Composition

1 Consumer Discretionary 36.76%
2 Financials 12.84%
3 Healthcare 10.66%
4 Technology 8.95%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$236K 0.12%
1,146
+2
52
$225K 0.12%
1,207
+104
53
$222K 0.11%
1,171
54
$217K 0.11%
+930
55
$212K 0.11%
+750
56
$203K 0.1%
+750
57
– –
-1,550
1 2
3