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
826
$5K ﹤0.01%
+65
827
$5K ﹤0.01%
+98
828
$5K ﹤0.01%
+131
829
$5K ﹤0.01%
+91
830
$5K ﹤0.01%
+144
831
$5K ﹤0.01%
+191
832
$5K ﹤0.01%
+222
833
$5K ﹤0.01%
+71
834
$5K ﹤0.01%
+50
835
$5K ﹤0.01%
+89
836
$5K ﹤0.01%
+140
837
$5K ﹤0.01%
+159
838
$5K ﹤0.01%
+500
839
$5K ﹤0.01%
+139
840
$5K ﹤0.01%
+100
841
$5K ﹤0.01%
+82
842
$5K ﹤0.01%
+147
843
$5K ﹤0.01%
+378
844
$5K ﹤0.01%
+370
845
$5K ﹤0.01%
+150
846
$5K ﹤0.01%
+122
847
$5K ﹤0.01%
+640
848
$5K ﹤0.01%
+253
849
$5K ﹤0.01%
+36
850
$5K ﹤0.01%
+123
32 33
34
35 36