BCM
Brookstone Capital Management Portfolio holdings
AUM
$7.62B
1-Year Return
13.9%
This Quarter Return
+2.15%
1 Year Return
+13.9%
3 Year Return
+46.46%
5 Year Return
+71.71%
10 Year Return
+159.18%
AUM
$394M
AUM Growth
+$46.7M
(+13%)
Cap. Flow
+$42.3M
Cap. Flow
% of AUM
10.72%
Top 10 Holdings %
Top 10 Hldgs %
70.54%
Holding
124
New
9
Increased
51
Reduced
42
Closed
17
Top Buys
| 1 |
Materials Select Sector SPDR Fund
XLB
|
$12.5M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$12.4M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$11.7M |
| 4 |
Utilities Select Sector SPDR Fund
XLU
|
$9.41M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$9.25M |
Top Sells
Sector Composition
| 1 | Energy | 1.33% |
| 2 | Consumer Staples | 1.28% |
| 3 | Industrials | 1.09% |
| 4 | Healthcare | 0.91% |
| 5 | Financials | 0.83% |
