BCM
Brookstone Capital Management Portfolio holdings
AUM
$7.62B
1-Year Return
13.9%
This Quarter Return
+4.47%
1 Year Return
+13.9%
3 Year Return
+46.46%
5 Year Return
+71.71%
10 Year Return
+159.18%
AUM
$4.97B
AUM Growth
-$166M
(-3.2%)
Cap. Flow
-$252M
Cap. Flow
% of AUM
-5.08%
Top 10 Holdings %
Top 10 Hldgs %
20.69%
Holding
893
New
68
Increased
386
Reduced
338
Closed
71
Top Buys
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$42.5M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$23M |
| 3 |
Innovator US Equity Ultra Buffer ETF March
UMAR
|
+$12.7M |
| 4 |
Direxion HCM Tactical Enhanced US ETF
HCMT
|
+$11.1M |
| 5 |
Duke Energy
DUK
|
+$9.41M |
Top Sells
Sector Composition
| 1 | Technology | 4.89% |
| 2 | Financials | 2.94% |
| 3 | Healthcare | 2.92% |
| 4 | Consumer Discretionary | 2.31% |
| 5 | Industrials | 2.17% |
