BCM

Brookstone Capital Management Portfolio holdings

AUM $8.38B
1-Year Est. Return 14.47%
This Quarter Est. Return
1 Year Est. Return
+14.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$655M
AUM Growth
+$149M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$13.1M
3
+$12.6M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$8.68M
5
SBM
ProShares Short Basic Materials
SBM
+$8.28M

Top Sells

1
+$39.2M
2
+$17.2M
3
+$14.1M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$14M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$13.3M

Sector Composition

1 Technology 3.36%
2 Consumer Staples 3.15%
3 Industrials 3.15%
4 Healthcare 3.13%
5 Financials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.18M 0.48%
+127,424
52
$3.17M 0.48%
62,677
+55,977
53
$3.16M 0.48%
+256,137
54
$3.15M 0.48%
+66,694
55
$3.15M 0.47%
+50,585
56
$3.1M 0.47%
+144,044
57
$3.1M 0.47%
+36,967
58
$3.09M 0.47%
+103,626
59
$3.07M 0.46%
+32,875
60
$3.05M 0.46%
+121,881
61
$3.04M 0.46%
+98,834
62
$3.03M 0.46%
+73,831
63
$3.01M 0.45%
+143,800
64
$3M 0.45%
+27,312
65
$3M 0.45%
+77,146
66
$3M 0.45%
+47,887
67
$3M 0.45%
+74,395
68
$2.99M 0.45%
+93,587
69
$2.99M 0.45%
+75,324
70
$2.97M 0.45%
+88,491
71
$2.97M 0.45%
+75,827
72
$2.97M 0.45%
+96,422
73
$2.96M 0.45%
+185,991
74
$2.96M 0.45%
+247,245
75
$2.96M 0.45%
+73,710
1 2
3
4 5