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
351
$273K 0.01%
3,097
-242
352
$271K 0.01%
650
-686
353
$269K 0.01%
4,295
-2,628
354
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3,248
355
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356
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10,530
-1,168
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$266K 0.01%
7,444
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358
$264K 0.01%
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359
$263K 0.01%
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360
$261K 0.01%
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+2,206
361
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4,606
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16,084
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363
$259K 0.01%
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364
$257K 0.01%
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365
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2,351
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366
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367
$250K 0.01%
17,378
-11,959
368
$248K 0.01%
+14,287
369
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4,051
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370
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4,028
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371
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8,960
-6,293
372
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373
$238K 0.01%
6,315
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374
$238K 0.01%
13,036
-16,778
375
$237K 0.01%
12,989
-12,864