BCM
Brookstone Capital Management Portfolio holdings
AUM
$7.62B
This Quarter Return
+3.11%
1 Year Return
+13.9%
3 Year Return
+46.46%
5 Year Return
+71.71%
10 Year Return
+159.18%
AUM
$908M
AUM Growth
+$908M
(+20%)
Cap. Flow
+$136M
Cap. Flow
% of AUM
14.95%
Top 10 Holdings %
Top 10 Hldgs %
27.57%
Holding
257
New
24
Increased
144
Reduced
54
Closed
31
Top Buys
| 1 |
iShares MSCI Emerging Markets ETF
EEM
|
$22.4M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$19.8M |
| 3 |
Vanguard Long-Term Bond ETF
BLV
|
$15.8M |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
$15.1M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$14.4M |
Top Sells
| 1 |
ProShares Short High Yield
SJB
|
$23.8M |
| 2 |
Utilities Select Sector SPDR Fund
XLU
|
$23.2M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$20.8M |
| 4 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$15.3M |
| 5 |
ProShares Trust Short MSCI EAFE
EFZ
|
$15M |
Sector Composition
| 1 | Technology | 3.39% |
| 2 | Industrials | 3.18% |
| 3 | Healthcare | 3.11% |
| 4 | Financials | 3.04% |
| 5 | Consumer Staples | 2.99% |
