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
$2.16B
AUM Growth
+$555M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$30.6M
3
+$26.4M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$23.2M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$22.5M

Top Sells

1
+$15.2M
2
+$8.9M
3
+$8.2M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$7.39M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$5.48M

Sector Composition

1 Technology 2.78%
2 Healthcare 2.31%
3 Consumer Discretionary 1.95%
4 Financials 1.32%
5 Consumer Staples 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
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