BCM
Brookstone Capital Management Portfolio holdings
AUM
$7.62B
1-Year Return
13.9%
This Quarter Return
+4.01%
1 Year Return
+13.9%
3 Year Return
+46.46%
5 Year Return
+71.71%
10 Year Return
+159.18%
AUM
$655M
AUM Growth
+$149M
(+29%)
Cap. Flow
+$142M
Cap. Flow
% of AUM
21.7%
Top 10 Holdings %
Top 10 Hldgs %
37.11%
Holding
251
New
95
Increased
40
Reduced
87
Closed
23
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$15.3M |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$13.1M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$12.6M |
| 4 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
$8.68M |
| 5 |
SBM
ProShares Short Basic Materials
SBM
|
$8.28M |
Top Sells
Sector Composition
| 1 | Technology | 3.36% |
| 2 | Consumer Staples | 3.15% |
| 3 | Industrials | 3.15% |
| 4 | Healthcare | 3.13% |
| 5 | Financials | 3% |
