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
1201
$1K ﹤0.01%
+11
1202
$1K ﹤0.01%
+12
1203
$1K ﹤0.01%
+22
1204
$1K ﹤0.01%
+38
1205
$1K ﹤0.01%
+10
1206
$1K ﹤0.01%
+9
1207
$1K ﹤0.01%
+21
1208
$1K ﹤0.01%
+35
1209
$1K ﹤0.01%
+100
1210
0
1211
$1K ﹤0.01%
+1
1212
$1K ﹤0.01%
+108
1213
$1K ﹤0.01%
+78
1214
$1K ﹤0.01%
+10
1215
$1K ﹤0.01%
+4
1216
$1K ﹤0.01%
+84
1217
$1K ﹤0.01%
+19
1218
$1K ﹤0.01%
+23
1219
$1K ﹤0.01%
+18
1220
$1K ﹤0.01%
+33
1221
$1K ﹤0.01%
+200
1222
$1K ﹤0.01%
+297
1223
$1K ﹤0.01%
+63
1224
$1K ﹤0.01%
+70
1225
$0 ﹤0.01%
+1