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
$1.05B
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
339
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$13.9M
3
+$12.5M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$10.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$9.91M

Top Sells

1
+$15.7M
2
+$13M
3
+$11.4M
4
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$11.1M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$10.3M

Sector Composition

1 Industrials 4.28%
2 Healthcare 3.91%
3 Financials 3.89%
4 Consumer Staples 3.53%
5 Consumer Discretionary 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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339
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