BCM
Brookstone Capital Management Portfolio holdings
AUM
$7.62B
1-Year Return
13.9%
This Quarter Return
+5.62%
1 Year Return
+13.9%
3 Year Return
+46.46%
5 Year Return
+71.71%
10 Year Return
+159.18%
AUM
$5.75B
AUM Growth
+$195M
(+3.5%)
Cap. Flow
+$62M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
27.14%
Holding
801
New
77
Increased
374
Reduced
260
Closed
69
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 3.51% |
| 2 | Healthcare | 2.21% |
| 3 | Consumer Discretionary | 1.8% |
| 4 | Financials | 1.62% |
| 5 | Consumer Staples | 1.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
United Airlines
UAL
$34.3B
| – | – |
-4,760
| Closed | -$228K |
|