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
$1.15B
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$7.91M
3
+$7.56M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$7.37M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$7.14M

Top Sells

1
+$10.9M
2
+$9.31M
3
+$9.05M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.11M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$7.83M

Sector Composition

1 Financials 3.89%
2 Industrials 3.72%
3 Healthcare 3.65%
4 Consumer Staples 3.61%
5 Consumer Discretionary 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
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