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
$532M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$15.9M
3
+$15.3M
4
EWW icon
iShares MSCI Mexico ETF
EWW
+$14.5M
5
IOO icon
iShares Global 100 ETF
IOO
+$14.2M

Top Sells

1
+$19.9M
2
+$15.7M
3
+$15.3M
4
DVY icon
iShares Select Dividend ETF
DVY
+$14.1M
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$12.2M

Sector Composition

1 Consumer Staples 1.68%
2 Energy 1.41%
3 Healthcare 1.38%
4 Industrials 1.27%
5 Technology 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-6,093
4 5 6 7
8