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
551
$16K ﹤0.01%
+250
552
$16K ﹤0.01%
+585
553
$16K ﹤0.01%
+616
554
$16K ﹤0.01%
+566
555
$16K ﹤0.01%
+600
556
$16K ﹤0.01%
+600
557
$16K ﹤0.01%
+3,387
558
$15K ﹤0.01%
+864
559
$15K ﹤0.01%
+247
560
$15K ﹤0.01%
+156
561
$15K ﹤0.01%
+678
562
$15K ﹤0.01%
+218
563
$15K ﹤0.01%
+250
564
$15K ﹤0.01%
+528
565
$15K ﹤0.01%
+29
566
$15K ﹤0.01%
+1,534
567
$15K ﹤0.01%
+138
568
$15K ﹤0.01%
+278
569
$15K ﹤0.01%
+226
570
$15K ﹤0.01%
+662
571
$15K ﹤0.01%
+789
572
$15K ﹤0.01%
+1,659
573
$15K ﹤0.01%
+852
574
$14K ﹤0.01%
+173
575
$14K ﹤0.01%
+135
21 22
23
24 25