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
376
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1,028
-130
377
$235K 0.01%
1,184
-243
378
$234K 0.01%
6,054
-5,604
379
$233K 0.01%
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380
$233K 0.01%
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381
$233K 0.01%
4,756
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382
$233K 0.01%
5,064
-4,984
383
$232K 0.01%
4,479
-3,135
384
$232K 0.01%
12,860
-12,453
385
$230K 0.01%
21,123
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386
$229K 0.01%
5,456
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387
$228K 0.01%
5,126
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388
$227K 0.01%
3,763
389
$227K 0.01%
7,500
390
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392
$226K 0.01%
1,389
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393
$223K 0.01%
10,113
-7,712
394
$223K 0.01%
14,223
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395
$222K 0.01%
5,060
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396
$222K 0.01%
17,446
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397
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1,732
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398
$222K 0.01%
4,412
-4,195
399
$222K 0.01%
3,067
-2,698
400
$220K 0.01%
8,953
-8,552