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
976
$2K ﹤0.01%
+88
977
$2K ﹤0.01%
+60
978
$2K ﹤0.01%
+39
979
$2K ﹤0.01%
+228
980
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+20
981
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+24
982
$2K ﹤0.01%
+161
983
$2K ﹤0.01%
+74
984
$2K ﹤0.01%
+825
985
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+50
986
$2K ﹤0.01%
+41
987
$2K ﹤0.01%
+53
988
$2K ﹤0.01%
+363
989
$2K ﹤0.01%
+100
990
$2K ﹤0.01%
+138
991
$2K ﹤0.01%
+58
992
$2K ﹤0.01%
+200
993
$2K ﹤0.01%
+23
994
$2K ﹤0.01%
+61
995
$2K ﹤0.01%
+91
996
$2K ﹤0.01%
+190
997
$2K ﹤0.01%
+35
998
$2K ﹤0.01%
+43
999
$2K ﹤0.01%
+17
1000
$2K ﹤0.01%
+7
38 39
40
41 42