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
776
$6K ﹤0.01%
+110
777
$6K ﹤0.01%
+247
778
$6K ﹤0.01%
+1,802
779
$6K ﹤0.01%
+1,026
780
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781
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782
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783
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784
$6K ﹤0.01%
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785
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786
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787
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788
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+30
789
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790
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791
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792
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793
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794
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795
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796
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797
$6K ﹤0.01%
+131
798
$6K ﹤0.01%
+300
799
$6K ﹤0.01%
+204
800
$6K ﹤0.01%
+203