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
751
$7K ﹤0.01%
+447
752
$7K ﹤0.01%
+31
753
$7K ﹤0.01%
+79
754
$7K ﹤0.01%
+51
755
$7K ﹤0.01%
+180
756
$7K ﹤0.01%
+543
757
$7K ﹤0.01%
+148
758
$7K ﹤0.01%
+128
759
$7K ﹤0.01%
+200
760
$7K ﹤0.01%
+272
761
$7K ﹤0.01%
+117
762
$7K ﹤0.01%
+281
763
$7K ﹤0.01%
65
-168,204
764
$7K ﹤0.01%
+186
765
$7K ﹤0.01%
+400
766
$7K ﹤0.01%
+90
767
$7K ﹤0.01%
+300
768
$7K ﹤0.01%
+273
769
$7K ﹤0.01%
+65
770
$7K ﹤0.01%
+57
771
$7K ﹤0.01%
+137
772
$7K ﹤0.01%
+4,235
773
$7K ﹤0.01%
+562
774
$7K ﹤0.01%
+41
775
$6K ﹤0.01%
+189