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
$795M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,413
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$16.9M
3
+$16.7M
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$16.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.01M

Top Sells

1
+$18.2M
2
+$18.1M
3
+$16.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$14.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.5M

Sector Composition

1 Financials 3.42%
2 Consumer Discretionary 3.2%
3 Healthcare 3.13%
4 Industrials 2.98%
5 Technology 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$43K 0.01%
+1,181
352
$42K 0.01%
+3,565
353
$42K 0.01%
+1,440
354
$42K 0.01%
+5,088
355
$42K 0.01%
+243
356
$41K 0.01%
+3,000
357
$41K 0.01%
+768
358
$40K 0.01%
+1,575
359
$39K ﹤0.01%
+804
360
$39K ﹤0.01%
+600
361
$39K ﹤0.01%
+18
362
$39K ﹤0.01%
+1,417
363
$38K ﹤0.01%
+333
364
$38K ﹤0.01%
+1,092
365
$38K ﹤0.01%
+2,600
366
$38K ﹤0.01%
+306
367
$38K ﹤0.01%
+885
368
$37K ﹤0.01%
+450
369
$37K ﹤0.01%
+611
370
$37K ﹤0.01%
+1,010
371
$37K ﹤0.01%
+716
372
$37K ﹤0.01%
+2,587
373
$37K ﹤0.01%
+586
374
$37K ﹤0.01%
+1,500
375
$36K ﹤0.01%
+1,366
13 14
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