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BCM

Brookmont Capital Management Portfolio holdings

AUM $179M
1-Year Est. Return 11.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$5.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.27M
3
+$247K
4
SCI icon
Service Corp International
SCI
+$219K
5
COST icon
Costco
COST
+$208K

Top Sells

1
+$1.6M
2
+$1.09M
3
+$272K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$270K
5
MCD icon
McDonald's
MCD
+$236K

Sector Composition

1 Consumer Discretionary 39.19%
2 Financials 12.75%
3 Healthcare 10.81%
4 Industrials 9.26%
5 Technology 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$302K 0.17%
1,471
+214
52
$301K 0.17%
2,628
+313
53
$253K 0.14%
+1,007
54
$228K 0.13%
+2,742
55
$217K 0.12%
325
56
$200K 0.11%
+217
57
– –
-5,720
58
– –
-1,144
1 2
3