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
$1.84B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Sells

1 +$8.25M
2 +$7.82M
3 +$6.59M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$4.57M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.43M

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
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