BCM

Brookstone Capital Management Portfolio holdings

AUM $8.38B
1-Year Est. Return 14.5%
This Quarter Est. Return
1 Year Est. Return
+14.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$908M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$19.8M
3
+$15.8M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$15.1M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$14.4M

Top Sells

1
+$23.8M
2
+$23.2M
3
+$20.8M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$15.3M
5
EFZ icon
ProShares Trust Short MSCI EAFE
EFZ
+$15M

Sector Composition

1 Technology 3.39%
2 Industrials 3.18%
3 Healthcare 3.11%
4 Financials 3.04%
5 Consumer Staples 2.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K ﹤0.01%
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227
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241
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242
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