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
1026
$2K ﹤0.01%
+13
1027
$2K ﹤0.01%
+25
1028
$2K ﹤0.01%
+149
1029
$2K ﹤0.01%
+111
1030
$2K ﹤0.01%
+1,000
1031
$2K ﹤0.01%
+189
1032
$2K ﹤0.01%
+40
1033
$2K ﹤0.01%
+20
1034
$2K ﹤0.01%
+46
1035
$2K ﹤0.01%
+64
1036
$2K ﹤0.01%
+105
1037
$2K ﹤0.01%
+9
1038
$2K ﹤0.01%
+27
1039
$2K ﹤0.01%
+89
1040
$2K ﹤0.01%
+80
1041
$2K ﹤0.01%
+200
1042
$2K ﹤0.01%
+41
1043
$2K ﹤0.01%
+53
1044
$2K ﹤0.01%
+64
1045
$2K ﹤0.01%
+51
1046
$2K ﹤0.01%
+15
1047
$2K ﹤0.01%
+25
1048
$2K ﹤0.01%
+111
1049
$2K ﹤0.01%
+14
1050
$2K ﹤0.01%
+200
40 41
42
43 44