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
401
$220K 0.01%
6,279
-5,867
402
$220K 0.01%
1,819
-167
403
$220K 0.01%
2,091
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404
$219K 0.01%
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405
$218K 0.01%
3,070
-3,772
406
$217K 0.01%
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407
$217K 0.01%
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-924
408
$216K 0.01%
2,648
-2,404
409
$216K 0.01%
4,257
-4,060
410
$213K 0.01%
3,874
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411
$212K 0.01%
+1,289
412
$212K 0.01%
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413
$211K 0.01%
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-142
414
$210K 0.01%
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-4,376
415
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416
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417
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+8,527
418
$207K 0.01%
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419
$205K 0.01%
3,204
-3,389
420
$203K 0.01%
+2,944
421
$150K 0.01%
2,393
+1,019
422
$133K 0.01%
50,284
+11,727
423
$92K 0.01%
3,943
424
$92K 0.01%
11,068
425
$74K ﹤0.01%
14,755
-1,698