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
1126
$1K ﹤0.01%
+55
1127
$1K ﹤0.01%
+69
1128
$1K ﹤0.01%
+78
1129
$1K ﹤0.01%
+10
1130
$1K ﹤0.01%
+20
1131
$1K ﹤0.01%
+7
1132
$1K ﹤0.01%
+61
1133
$1K ﹤0.01%
+21
1134
$1K ﹤0.01%
+71
1135
$1K ﹤0.01%
+170
1136
$1K ﹤0.01%
+21
1137
$1K ﹤0.01%
+40
1138
$1K ﹤0.01%
+37
1139
$1K ﹤0.01%
+27
1140
$1K ﹤0.01%
+300
1141
$1K ﹤0.01%
+94
1142
$1K ﹤0.01%
+13
1143
$1K ﹤0.01%
+8
1144
$1K ﹤0.01%
+63
1145
$1K ﹤0.01%
+6
1146
$1K ﹤0.01%
+12
1147
$1K ﹤0.01%
+24
1148
$1K ﹤0.01%
+23
1149
$1K ﹤0.01%
+18
1150
$1K ﹤0.01%
+66
44 45
46
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