BCM

Brookstone Capital Management Portfolio holdings

AUM $8.38B
1-Year Est. Return 14.47%
This Quarter Est. Return
1 Year Est. Return
+14.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.1B
AUM Growth
+$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$15M
3
+$13.9M
4
GLD icon
SPDR Gold Trust
GLD
+$11.8M
5
IGOV icon
iShares 1-3 Year International Treasury Bond ETF
IGOV
+$10.3M

Top Sells

1
+$16.9M
2
+$14.2M
3
+$13.5M
4
KIE icon
SPDR S&P Insurance ETF
KIE
+$10.8M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$9.77M

Sector Composition

1 Technology 3.93%
2 Financials 3.73%
3 Industrials 3.64%
4 Healthcare 3.62%
5 Energy 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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-369,600
327
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328
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-177,550
329
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-3,934
330
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-4,840
331
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-3,264
332
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-2
333
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-176,879
334
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-177,884
335
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-188,148
336
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-33,014
337
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-2,761
338
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-2,811
339
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-637,489
340
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-111,399
341
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-6,614
342
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-4,579
343
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-74,116
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