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
1076
$1K ﹤0.01%
+14
1077
$1K ﹤0.01%
+38
1078
$1K ﹤0.01%
+208
1079
$1K ﹤0.01%
+2,600
1080
$1K ﹤0.01%
+14
1081
$1K ﹤0.01%
+11
1082
$1K ﹤0.01%
+10
1083
$1K ﹤0.01%
+5
1084
$1K ﹤0.01%
+200
1085
$1K ﹤0.01%
+575
1086
$1K ﹤0.01%
+55
1087
$1K ﹤0.01%
+100
1088
$1K ﹤0.01%
+255
1089
$1K ﹤0.01%
+33
1090
$1K ﹤0.01%
+47
1091
$1K ﹤0.01%
+10
1092
$1K ﹤0.01%
+1,250
1093
$1K ﹤0.01%
+28
1094
$1K ﹤0.01%
+23
1095
$1K ﹤0.01%
+226
1096
$1K ﹤0.01%
+14
1097
$1K ﹤0.01%
+100
1098
$1K ﹤0.01%
+16
1099
$1K ﹤0.01%
+18
1100
$1K ﹤0.01%
+13
42 43
44
45 46