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
$795M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,413
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$16.9M
3
+$16.7M
4
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$16.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.01M

Top Sells

1
+$18.2M
2
+$18.1M
3
+$16.2M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$14.1M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$13.5M

Sector Composition

1 Financials 3.42%
2 Consumer Discretionary 3.2%
3 Healthcare 3.13%
4 Industrials 2.98%
5 Technology 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$17K ﹤0.01%
+1,237
527
$17K ﹤0.01%
+215
528
$17K ﹤0.01%
+494
529
$17K ﹤0.01%
+190
530
$17K ﹤0.01%
+1,468
531
$17K ﹤0.01%
+1,262
532
$17K ﹤0.01%
+686
533
$17K ﹤0.01%
+543
534
$17K ﹤0.01%
+283
535
$17K ﹤0.01%
+544
536
$17K ﹤0.01%
+600
537
$17K ﹤0.01%
+946
538
$17K ﹤0.01%
+1,184
539
$17K ﹤0.01%
+675
540
$16K ﹤0.01%
+1,241
541
$16K ﹤0.01%
+611
542
$16K ﹤0.01%
+200
543
$16K ﹤0.01%
+687
544
$16K ﹤0.01%
+1,169
545
$16K ﹤0.01%
+925
546
$16K ﹤0.01%
+1,000
547
$16K ﹤0.01%
+552
548
$16K ﹤0.01%
+800
549
$16K ﹤0.01%
+1,010
550
$16K ﹤0.01%
+448
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