BCM

Brookstone Capital Management Portfolio holdings

AUM $8.74B
1-Year Est. Return 15.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$758M
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.57M
3
+$6.12M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.3M
5
BND icon
Vanguard Total Bond Market
BND
+$4.86M

Top Sells

1
+$11.7M
2
+$8.38M
3
+$7.57M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.69M
5
VAW icon
Vanguard Materials ETF
VAW
+$3.58M

Sector Composition

1 Consumer Staples 3.41%
2 Healthcare 3.37%
3 Technology 3.36%
4 Utilities 3.23%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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