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
$174M
AUM Growth
-$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$186K
2
+$32.6K
3
+$28.9K
4
AVGO icon
Broadcom
AVGO
+$25.6K
5
AAPL icon
Apple
AAPL
+$25.4K

Top Sells

1
+$1.45M
2
+$1.4M
3
+$825K
4
RTX icon
RTX Corp
RTX
+$436K
5
MCHP icon
Microchip Technology
MCHP
+$197K

Sector Composition

1 Consumer Discretionary 36.68%
2 Financials 13.11%
3 Healthcare 11.78%
4 Technology 9.37%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$280K 0.16%
1,257
+108
52
$224K 0.13%
1,092
+126
53
$222K 0.13%
1,144
54
$201K 0.12%
+325
1 2
3