BCM
Brookstone Capital Management Portfolio holdings
AUM
$7.62B
1-Year Return
13.9%
This Quarter Return
-5.78%
1 Year Return
+13.9%
3 Year Return
+46.46%
5 Year Return
+71.71%
10 Year Return
+159.18%
AUM
$1.31B
AUM Growth
-$2.16M
(-0.16%)
Cap. Flow
+$102M
Cap. Flow
% of AUM
7.76%
Top 10 Holdings %
Top 10 Hldgs %
46.86%
Holding
437
New
38
Increased
140
Reduced
115
Closed
131
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$142M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$54.1M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$54M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$33.6M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$26.6M |
Top Sells
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
+$13.2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$13.2M |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$12.4M |
| 4 |
ZIV
VelocityShares Daily Inverse VIX Medium Term ETN
ZIV
|
+$10.2M |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
+$9.12M |
Sector Composition
| 1 | Healthcare | 1.36% |
| 2 | Consumer Staples | 1.05% |
| 3 | Technology | 1.02% |
| 4 | Financials | 0.89% |
| 5 | Industrials | 0.84% |
