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
$1.84B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Sells

1 +$8.28M
2 +$7.85M
3 +$6.59M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.61M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.5M

Sector Composition

1 Healthcare 1.9%
2 Consumer Staples 1.59%
3 Technology 1.57%
4 Communication Services 1.29%
5 Industrials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$393K 0.02%
+6,433
302
$389K 0.02%
7,152
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303
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15,264
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304
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305
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306
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307
$372K 0.02%
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310
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312
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314
$358K 0.02%
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10,903
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325
$326K 0.02%
5,355
+1,926