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
626
$11K ﹤0.01%
+1,000
627
$11K ﹤0.01%
+626
628
$11K ﹤0.01%
+324
629
$11K ﹤0.01%
+95
630
$11K ﹤0.01%
+486
631
$11K ﹤0.01%
+416
632
$11K ﹤0.01%
+2,300
633
$11K ﹤0.01%
+235
634
$11K ﹤0.01%
+838
635
$11K ﹤0.01%
+300
636
$11K ﹤0.01%
+1,000
637
$11K ﹤0.01%
+5
638
$11K ﹤0.01%
+102
639
$11K ﹤0.01%
+341
640
$11K ﹤0.01%
+206
641
$11K ﹤0.01%
+200
642
$11K ﹤0.01%
+91
643
$11K ﹤0.01%
+679
644
$11K ﹤0.01%
6,680
645
$11K ﹤0.01%
+91
646
$11K ﹤0.01%
+1,458
647
$11K ﹤0.01%
+90
648
$11K ﹤0.01%
+471
649
$11K ﹤0.01%
+250
650
$11K ﹤0.01%
+1,440
24 25
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