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
$4.97B
AUM Growth
-$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
893
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$23M
3
+$12.7M
4
HCMT icon
Direxion HCM Tactical Enhanced US ETF
HCMT
+$11.1M
5
DUK icon
Duke Energy
DUK
+$9.41M

Top Sells

1
+$123M
2
+$54M
3
+$38.7M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$38.2M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$36.2M

Sector Composition

1 Technology 4.89%
2 Financials 2.94%
3 Healthcare 2.92%
4 Consumer Discretionary 2.31%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$358K 0.01%
12,132
-3,658
652
$357K 0.01%
+16,430
653
$356K 0.01%
5,650
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654
$353K 0.01%
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-34,853
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4,602
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$348K 0.01%
6,207
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659
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660
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5,159
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8,594
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13,226
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671
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14,036
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672
$321K 0.01%
13,296
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673
$318K 0.01%
2,559
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674
$316K 0.01%
3,648
-2,336
675
$316K 0.01%
973
-38
25 26
27
28 29