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
$601M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.1M
3
+$15M
4
DGZ icon
DB Gold Short ETN due Feb 15 2038
DGZ
+$14.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$13.9M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$14.7M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$14.5M
5
IOO icon
iShares Global 100 ETF
IOO
+$14.2M

Sector Composition

1 Consumer Staples 2.38%
2 Healthcare 2.26%
3 Financials 2.25%
4 Industrials 2.1%
5 Energy 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.79M 0.46%
97,326
+2,295
27
$2.74M 0.46%
33,621
+15,085
28
$2.72M 0.45%
55,362
+25,356
29
$2.34M 0.39%
79,113
+36,774
30
$2.23M 0.37%
32,360
+15,050
31
$2.23M 0.37%
47,722
+24,811
32
$2.17M 0.36%
43,985
+20,495
33
$2.03M 0.34%
13,536
+3,191
34
$2M 0.33%
36,823
+20,559
35
$2M 0.33%
38,573
-1,754
36
$1.91M 0.32%
30,450
+26,142
37
$1.89M 0.31%
50,009
-3,531
38
$1.88M 0.31%
9,757
+5,265
39
$1.8M 0.3%
65,284
+3,080
40
$1.78M 0.3%
28,409
+16,192
41
$1.73M 0.29%
37,529
+21,936
42
$1.73M 0.29%
+26,147
43
$1.72M 0.29%
+50,760
44
$1.71M 0.29%
24,813
+16,148
45
$1.69M 0.28%
52,686
+31,352
46
$1.67M 0.28%
34,071
+22,589
47
$1.67M 0.28%
18,202
-29
48
$1.65M 0.27%
70,451
+54,373
49
$1.64M 0.27%
+21,326
50
$1.64M 0.27%
+90,310
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