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
$601M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.1M
3
+$15M
4
DGZ icon
DB Gold Short ETN due Feb 15 2038
DGZ
+$14.7M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$13.9M

Top Sells

1
+$15.9M
2
+$15.6M
3
+$14.7M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$14.5M
5
IOO icon
iShares Global 100 ETF
IOO
+$14.2M

Sector Composition

1 Consumer Staples 2.38%
2 Healthcare 2.26%
3 Financials 2.25%
4 Industrials 2.1%
5 Energy 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.63M 0.27%
31,758
+20,456
52
$1.62M 0.27%
42,151
+30,591
53
$1.62M 0.27%
40,725
+25,485
54
$1.61M 0.27%
78,746
+50,034
55
$1.61M 0.27%
40,754
+25,964
56
$1.61M 0.27%
41,456
+27,548
57
$1.61M 0.27%
31,024
+20,663
58
$1.61M 0.27%
+51,915
59
$1.61M 0.27%
+17,755
60
$1.6M 0.27%
30,619
+19,325
61
$1.59M 0.26%
+42,355
62
$1.59M 0.26%
104,630
+70,873
63
$1.58M 0.26%
+13,196
64
$1.58M 0.26%
15,798
+10,409
65
$1.58M 0.26%
25,097
+16,421
66
$1.57M 0.26%
+34,669
67
$1.56M 0.26%
69,082
+47,794
68
$1.55M 0.26%
+19,570
69
$1.55M 0.26%
+22,856
70
$1.55M 0.26%
63,535
+43,884
71
$1.55M 0.26%
23,266
+14,560
72
$1.54M 0.26%
+182,704
73
$1.54M 0.26%
50,431
+32,695
74
$1.53M 0.26%
+21,830
75
$1.52M 0.25%
+82,736
1 2
3
4 5