BCM
Brookstone Capital Management Portfolio holdings
AUM
$7.62B
1-Year Return
13.9%
This Quarter Return
+4.37%
1 Year Return
+13.9%
3 Year Return
+46.46%
5 Year Return
+71.71%
10 Year Return
+159.18%
AUM
$5.14B
AUM Growth
+$198M
(+4%)
Cap. Flow
+$90.5M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
20.39%
Holding
892
New
80
Increased
358
Reduced
357
Closed
67
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$37.4M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$28.5M |
| 3 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$24.6M |
| 4 |
iShares Short Maturity Bond ETF
NEAR
|
+$24.2M |
| 5 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$20.9M |
Sector Composition
| 1 | Technology | 3.8% |
| 2 | Financials | 2.98% |
| 3 | Healthcare | 2.75% |
| 4 | Industrials | 2.09% |
| 5 | Consumer Staples | 1.95% |
