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
676
$10K ﹤0.01%
+60
677
$10K ﹤0.01%
+116
678
$10K ﹤0.01%
+1,000
679
$10K ﹤0.01%
+124
680
$10K ﹤0.01%
+57
681
$9K ﹤0.01%
+270
682
$9K ﹤0.01%
+308
683
$9K ﹤0.01%
+446
684
$9K ﹤0.01%
+67
685
$9K ﹤0.01%
+311
686
$9K ﹤0.01%
+104
687
$9K ﹤0.01%
+400
688
$9K ﹤0.01%
+211
689
$9K ﹤0.01%
+624
690
$9K ﹤0.01%
+216
691
$9K ﹤0.01%
+317
692
$9K ﹤0.01%
+248
693
$9K ﹤0.01%
+200
694
$9K ﹤0.01%
+300
695
$9K ﹤0.01%
+3,521
696
$9K ﹤0.01%
+108
697
$9K ﹤0.01%
+285
698
$9K ﹤0.01%
+545
699
$9K ﹤0.01%
+1,110
700
$9K ﹤0.01%
+299