BCM
Brookstone Capital Management Portfolio holdings
AUM
$7.62B
1-Year Return
13.9%
This Quarter Return
+9.2%
1 Year Return
+13.9%
3 Year Return
+46.46%
5 Year Return
+71.71%
10 Year Return
+159.18%
AUM
$5.14B
AUM Growth
+$589M
(+13%)
Cap. Flow
+$169M
Cap. Flow
% of AUM
3.28%
Top 10 Holdings %
Top 10 Hldgs %
20.4%
Holding
930
New
108
Increased
386
Reduced
351
Closed
67
Top Buys
| 1 |
Brookstone Growth Stock ETF
BAMG
|
+$61.1M |
| 2 |
Brookstone Value Stock ETF
BAMV
|
+$60.9M |
| 3 |
Brookstone Dividend Stock ETF
BAMD
|
+$59M |
| 4 |
Brookstone Ultra-Short Bond ETF
BAMU
|
+$52.9M |
| 5 |
Brookstone Intermediate Bond ETF
BAMB
|
+$45.7M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$47.2M |
| 2 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$34.8M |
| 3 |
Vanguard Total Bond Market
BND
|
+$33.6M |
| 4 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
+$32.7M |
| 5 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
+$23.4M |
Sector Composition
| 1 | Technology | 6.11% |
| 2 | Healthcare | 3.12% |
| 3 | Financials | 2.94% |
| 4 | Consumer Discretionary | 2.67% |
| 5 | Industrials | 2.34% |
