BCM
Brookstone Capital Management Portfolio holdings
AUM
$7.62B
1-Year Return
13.9%
This Quarter Return
+2.8%
1 Year Return
+13.9%
3 Year Return
+46.46%
5 Year Return
+71.71%
10 Year Return
+159.18%
AUM
$1.73B
AUM Growth
+$190M
(+12%)
Cap. Flow
+$153M
Cap. Flow
% of AUM
8.85%
Top 10 Holdings %
Top 10 Hldgs %
41.88%
Holding
492
New
94
Increased
206
Reduced
123
Closed
56
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$82.8M |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$43.6M |
| 3 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$43.6M |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
+$18M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$14.5M |
Sector Composition
| 1 | Healthcare | 2.07% |
| 2 | Technology | 2.03% |
| 3 | Consumer Staples | 1.89% |
| 4 | Consumer Discretionary | 1.78% |
| 5 | Communication Services | 1.62% |
