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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
62
11
8
1
3
1
35
6
9
BROOKSTONE CAPITAL MANAGEMENT

Time Period2018-12-31

Total Holdings310

Total Value ($x1000)1,317,837
Activities
New40

Increased140

Unchanged15

Decreased115

Sold Out133

Top 10 Stock Holdingstotal 46.67%
SHY10.92

SPY7.64

USMV5.69

IVV4.32

SCHO4.1

 
VGSH4.1

NEAR3.52

LQD2.3

SPLV2.24

IEFA1.84

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SHY
10.92%
1-3 YR TR BD ETF
SPY
7.64%
TR UNIT
USMV
5.69%
USA MIN VOL ETF
IVV
4.32%
CORE S&P500 ETF
SCHO
4.1%
SHT TM US TRES
VGSH
4.1%
SHTRM GVT BD ETF
NEAR
3.52%
SHT MAT BD ETF
LQD
2.3%
IBOXX INV CP ETF
SPLV
2.24%
S&P500 LOW VOL
IEFA
1.84%
CORE MSCI EAFE
CIU
1.78%
INTERM CR BD ETF
BSCK
1.5%
BULSHS 2020 CB
HYG
1.48%
IBOXX HI YD ETF
BSCL
1.46%
BULSHS 2021 CB
MTUM
1.45%
MSCI USAMOMFCT
BSCM
1.43%
BULSHS 2022 CB
BSCN
1.41%
BULSHS 2023 CB
EMB
1.39%
JP MOR EM MK ETF
ITOT
1.18%
CORE S&P TTL STK
BSCJ
1.16%
BULSHS 2019 CB
IXN
1.15%
GLOBAL TECH ETF
XMLV
1.09%
S&P MIDCP LOW
CLTL
1.06%
TREAS COLATERL
JNK
1%
BRC HGH YLD BD
EFAV
0.92%
EAFE MIN VOL ETF
IEF
0.9%
7-10 Y TR BD ETF
GLD
0.84%
GOLD SHS
GOVT
0.84%
U.S. TRS BD ETF
TLT
0.74%
20+ YR TR BD ETF
JPST
0.7%
ULTRA SHRT INC
IJH
0.65%
CORE S&P MCP ETF
IEMG
0.64%
CORE MSCI EMKT
MOAT
0.56%
MORNINGSTAR WIDE
XSLV
0.56%
S&P SMLCP LOW
IWF
0.55%
RUS 1000 GRW ETF
MINT
0.54%
ENHAN SHRT MAT
SDY
0.53%
S&P DIVID ETF
IHI
0.49%
U.S. MED DVC ETF
IVE
0.49%
S&P 500 VAL ETF
EFZ
0.49%
PSHS SH MSCI EAF
XHE
0.48%
HLTH CR EQUIP
XLY
0.48%
SBI CONS DISCR
IVW
0.47%
S&P 500 GRWT ETF
IJR
0.46%
CORE S&P SCP ETF
EEMV
0.46%
EM MK MINVOL ETF
AAPL
0.45%
COM
SPY
0.44%
PUT
RWR
0.41%
DJ REIT ETF
QQQ
0.41%
UNIT SER 1
XTL
0.39%
S&P TELECOM
VYM
0.38%
HIGH DIV YLD
AOK
0.38%
CONSER ALLOC ETF
SSO
0.37%
PSHS ULT S&P 500
EWZ
0.34%
MSCI BRZ CAP ETF
VGT
0.34%
INF TECH ETF
PFF
0.34%
U.S. PFD STK ETF
LLSP
0.33%
DLY SP500 BULL
VNQ
0.3%
REIT ETF
IWO
0.3%
RUS 2000 GRW ETF
VHT
0.3%
HEALTH CAR ETF
VEA
0.3%
FTSE DEV MKT ETF
XOM
0.29%
COM
IWP
0.28%
RUS MD CP GR ETF
FVD
0.28%
SHS
XLP
0.28%
SBI CONS STPLS
T
0.27%
COM
XLU
0.27%
SBI INT-UTILS
AOM
0.27%
MODERT ALLOC ETF
PFE
0.27%
COM
VTV
0.26%
VALUE ETF
FLOT
0.26%
FLTG RATE BD ETF
VUG
0.26%
GROWTH ETF
BNDX
0.25%
INTL BD IDX ETF
BSJJ
0.24%
BULSHS 2019 HY
PG
0.23%
COM
MBG
0.23%
BRC MTG BCKD BD
JNJ
0.23%
COM
VZ
0.22%
COM
TVIX
0.21%
VELOCITY SHS DAI
TIP
0.21%
TIPS BD ETF
HYLS
0.21%
FIRST TR TA HIYL
ITA
0.19%
U.S. AER&DEF ETF
BRK.B
0.19%
CL B NEW
BSJK
0.19%
BULSHS 2020 HY
MBB
0.19%
MBS ETF
BSV
0.18%
SHORT TRM BOND
CAT
0.18%
COM
SO
0.18%
COM
VTI
0.17%
TOTAL STK MKT
IWN
0.17%
RUS 2000 VAL ETF
ABBV
0.17%
COM
UPS
0.17%
CL B
PZA
0.16%
NATL AMT MUNI
AGG
0.16%
CORE TOTUSBD ETF
BSJL
0.15%
BULSHS 2021 HY
PEP
0.15%
COM
DUK
0.14%
COM NEW
GAA
0.14%
GLB ASSET ALLO
BSJM
0.14%
BULSHS 2022 HY
HD
0.14%
COM
MSFT
0.13%
COM
AMZN
0.13%
COM
VWO
0.12%
FTSE EMR MKT ETF
D
0.12%
COM
GIS
0.11%
COM
AOR
0.11%
GRWT ALLOCAT ETF
KO
0.11%
COM
VTR
0.1%
COM
BA
0.1%
COM
IBDL
0.1%
DEC 2020 CORP
JXI
0.1%
GLOB UTILITS ETF
BIV
0.1%
INTERMED TERM
VMBS
0.1%
MORTG-BACK SEC
ABT
0.1%
COM
BAC
0.1%
COM
IBDM
0.09%
IBND DEC21 ETF
LLY
0.09%
COM
VOO
0.09%
SHS
IBDK
0.09%
IBND DEC19 ETF
MCD
0.09%
COM
IXJ
0.09%
GLOB HLTHCRE ETF
VFC
0.08%
COM
FB
0.08%
CL A
GMOM
0.08%
GLB MOMENT ETF
REM
0.08%
MTG REL ETF NEW
PBP
0.08%
S&P500 BUY WRT
BLV
0.08%
LONG TERM BOND
IRM
0.08%
COM
MA
0.08%
CL A
VB
0.08%
SMALL CP ETF
PM
0.08%
COM
IBDN
0.07%
IBND DEC22 ETF
V
0.07%
COM CL A
SYLD
0.07%
SHSHLD YIELD ETF
UNH
0.07%
COM
SPGI
0.07%
COM
IBM
0.07%
COM
IWS
0.07%
RUS MDCP VAL ETF
SHW
0.07%
COM
MUB
0.07%
NAT AMT FREE BD
CMCSA
0.06%
CL A
PEG
0.06%
COM
MO
0.06%
COM
INTC
0.06%
COM
QYLD
0.06%
NASDAQ 100 COVER
ACN
0.06%
SHS CLASS A
DIS
0.06%
COM DISNEY
GVAL
0.06%
GLOBAL VALUE ETF
IPKW
0.06%
INTL BUYBACK
AOA
0.06%
AGGRES ALLOC ETF
GOOGL
0.05%
CAP STK CL A
JPM
0.05%
COM
MRK
0.05%
COM
BSJN
0.05%
BULSHS 2023 HY
WBA
0.05%
COM
LOW
0.05%
COM
AMGN
0.05%
COM
CEF
0.05%
UNIT
ENB
0.05%
COM
CVX
0.05%
COM
IEI
0.05%
3-7 YR TR BD ETF
HSY
0.05%
COM
BMY
0.05%
COM
GDX
0.04%
GOLD MINERS ETF
IWD
0.04%
RUS 1000 VAL ETF
GOOG
0.04%
CAP STK CL C
CLX
0.04%
COM
COST
0.04%
COM
PPG
0.04%
COM
PDBC
0.04%
OPTIMUM YIELD
ANGL
0.04%
FALLEN ANGEL HG
WMT
0.04%
COM
OXY
0.04%
COM
AFL
0.04%
COM
PPL
0.04%
COM
WM
0.04%
COM
IWM
0.04%
RUSSELL 2000 ETF
EMR
0.04%
COM
VRSK
0.04%
CL A
VPU
0.04%
UTILITIES ETF
O
0.04%
COM
FULT
0.04%
COM
ED
0.04%
COM
SLV
0.04%
ISHARES
KXI
0.04%
GLB CNSM STP ETF
ICLR
0.03%
SHS
BKNG
0.03%
COM
NLY
0.03%
COM
FUN
0.03%
DEPOSITRY UNIT
ITW
0.03%
COM
CSCO
0.03%
COM
WFC
0.03%
COM
IYC
0.03%
U.S. CNSM SV ETF
EXC
0.03%
COM
NSC
0.03%
COM
GE
0.03%
COM
EIX
0.03%
COM
EW
0.03%
COM
MDLZ
0.03%
CL A
CL
0.03%
COM
MMM
0.03%
COM
DWDP
0.03%
COM
EFA
0.03%
MSCI EAFE ETF
IWB
0.03%
RUS 1000 ETF
ADP
0.03%
COM
IQV
0.03%
COM
NKE
0.03%
CL B
ORLY
0.03%
COM
PNC
0.03%
COM
NVO
0.03%
ADR
UNP
0.02%
COM
NEE
0.02%
COM
BMO
0.02%
COM
LMT
0.02%
COM
F
0.02%
COM PAR $0.01
UTX
0.02%
COM
AWK
0.02%
COM
VVC
0.02%
COM
BRK.A
0.02%
CL A
ORCL
0.02%
COM
CBOE
0.02%
COM
BURL
0.02%
COM
ABC
0.02%
COM
EEM
0.02%
MSCI EMG MKT ETF
GLOB
0.02%
COM
FOXF
0.02%
COM
TXN
0.02%
COM
HON
0.02%
COM
EL
0.02%
CL A
PGR
0.02%
COM
DNKN
0.02%
COM
CHKP
0.02%
ORD
BIL
0.02%
SPDR BLOOMBERG
CHRW
0.02%
COM NEW
DTE
0.02%
COM
QTEC
0.02%
SHS
UTG
0.02%
COM SH BEN INT
DIA
0.02%
UT SER 1
DSI
0.02%
MSCI KLD400 SOC
ABMD
0.02%
COM
AEP
0.02%
COM
PSX
0.02%
COM
CSJ
0.02%
1-3 YR CR BD ETF
LGIH
0.02%
COM
SABR
0.02%
COM
WP
0.02%
CL A
WPC
0.02%
COM
TAL
0.02%
ADS REPSTG COM
VLO
0.02%
COM
GBIL
0.02%
TREASURYACCESS
UNG
0.02%
UNIT PAR
WEC
0.02%
COM
INTU
0.02%
COM
OMAB
0.02%
SPON ADR
NHI
0.02%
COM
CVS
0.02%
COM
ANTM
0.02%
COM
FE
0.02%
COM
COR
0.02%
COM
GPC
0.02%
COM
HLI
0.02%
CL A
XT
0.02%
EXPONEN TECHNO
STLD
0.02%
COM
IIVI
0.02%
COM
AXP
0.02%
COM
BLL
0.02%
COM
NVS
0.02%
SPONSORED ADR
ES
0.02%
COM
SLYV
0.02%
S&P 600 SMCP VAL
MUAH
0.02%
19 AMT-FREE MN
BAX
0.02%
COM
USB
0.02%
COM NEW
HCN
0.02%
COM
CBB/PB
0.02%
PFD CV DEP1/20
GD
0.02%
COM
XLK
0.02%
TECHNOLOGY
ADBE
0.02%
COM
EFSC
0.02%
COM
SBUX
0.02%
COM
PUI
0.02%
DWA UTILS MUMT
EPD
0.02%
COM
GSY
0.02%
ULTRA SHRT DUR
BLKB
0.02%
COM
SYY
0.02%
COM
DNP
0.02%
COM
NBEV
0.01%
COM
GPOR
0.01%
COM NEW
CSQ
0.01%
COM SH BEN INT
IAU
0.01%
ISHARES
FCX
0.01%
COM
HBI
0.01%
COM
HBAN
0.01%
COM
GLUU
0.01%
COM
RPAI
0.01%
CL A
FSIC
0.01%
COM
NATR
0.01%
COM
LYG
0.01%
SPONSORED ADR
SIRI
< 0.01%
COM
ENZ
< 0.01%
COM
CHK
< 0.01%
COM
GFI
< 0.01%
SPONSORED ADR
HL
< 0.01%
COM
AUY
< 0.01%
COM
NVAX
< 0.01%
COM
RAD
< 0.01%
COM
UEC
< 0.01%
COM
PM
< 0.01%
PUT
AMPE
< 0.01%
COM
FB
< 0.01%
CALL
MDLZ
< 0.01%
PUT
IJT
0.94%
SP SMCP600GR ETF
ZIV
0.78%
INVRS VIX MDTERM
USDU
0.64%
BLMBG US BULL
TBX
0.56%
SHT 7-10 YR TR
XTN
0.48%
S&P TRANSN ETF
EUM
0.46%
PSHS SH MSCI EMR
GILD
0.37%
COM
TGT
0.37%
COM
SCG
0.37%
COM
AES
0.37%
COM
CF
0.37%
COM
ETN
0.36%
SHS
HP
0.36%
COM
ADM
0.36%
COM
CAH
0.35%
COM
QCOM
0.35%
COM
NLSN
0.35%
SHS EUR
MET
0.35%
COM
PFG
0.35%
COM
WU
0.35%
COM
WMB
0.35%
COM
LB
0.34%
COM
LYB
0.34%
SHS - A -
NUE
0.33%
COM
STX
0.33%
SHS
XRX
0.33%
COM NEW
KSS
0.33%
COM
M
0.33%
COM
CTL
0.33%
COM
OKE
0.33%
COM
IVZ
0.32%
SHS
WRK
0.32%
COM
PBCT
0.32%
COM
IP
0.31%
COM
ARKW
0.25%
WEB X.O ETF
BKLN
0.21%
SR LN ETF
HYS
0.21%
0-5 HIGH YIELD
XPH
0.2%
S&P PHARMAC
INDY
0.2%
INDIA 50 ETF
XWEB
0.18%
S&P INTERNET ETF
ARKK
0.12%
INNOVATION ETF
BSJI
0.12%
BULSHS 2018 HY
PSCH
0.11%
S&P SMLCP HELT
IXC
0.11%
GLOBAL ENERG ETF
RXI
0.11%
GLB CNS DISC ETF
IBDH
0.1%
DEC 18 CP TERM
HEFA
0.08%
HDG MSCI EAFE
ARKG
0.07%
GEN REV MLTSCT
XRT
0.07%
S&P RETAIL ETF
FTEC
0.06%
MSCI INFO TECH I
EXI
0.06%
GLOB INDSTRL ETF
MXI
0.06%
GLOBAL MATER ETF
QYLD
0.05%
HORIZONS NASDAQ
BAH
0.05%
CL A
LDOS
0.05%
COM
KAR
0.05%
COM
SON
0.05%
COM
CWB
0.05%
BRC CNV SECS ETF
TECH
0.05%
COM
SAIC
0.05%
COM
CNK
0.05%
COM
PCY
0.04%
EMRNG MKT SVRG
TDS
0.04%
COM NEW
WST
0.04%
COM
BMS
0.04%
COM
STE
0.04%
SHS USD
NATI
0.04%
COM
EHC
0.04%
COM
CVI
0.04%
COM
NWE
0.04%
COM NEW
HRC
0.04%
COM
PCI
0.04%
COM SHS
HUBB
0.04%
COM
WSM
0.04%
COM
MIC
0.04%
MEMBERSHIP INT
ORI
0.04%
COM
NVDA
0.04%
COM
MUR
0.04%
COM
CY
0.04%
COM
IGT
0.04%
SHS USD
AVT
0.04%
COM
TRCO
0.04%
CL A
BGCP
0.04%
CL A
SIX
0.04%
COM
TKR
0.04%
COM
CWEN
0.04%
CL C
CLNY
0.04%
CL A COM
PF
0.04%
COM
WSO
0.04%
COM
JCOM
0.04%
COM
MSM
0.04%
CL A
R
0.04%
COM
CBRL
0.04%
COM
UBSI
0.04%
COM
TWO
0.04%
COM NEW
VSH
0.04%
COM
GEF
0.04%
CL A
NYCB
0.04%
COM
TFSL
0.04%
COM
FNB
0.04%
COM
FLO
0.04%
COM
VLY
0.04%
COM
TRTN
0.04%
CL A
PACW
0.04%
COM
SNX
0.04%
COM
COMT
0.03%
COMMOD SEL STG
LARE
0.03%
TIERRA XP LATIN
AMJ
0.03%
ALERIAN ML ETN
PDI
0.03%
SHS
LNC
0.03%
COM
RTN
0.02%
COM NEW
IWR
0.02%
RUS MID-CAP ETF
SYK
0.02%
COM
KMG
0.02%
COM
FSB
0.02%
COM
IJJ
0.02%
S&P MC 400VL ETF
FDX
0.02%
COM
ILMN
0.02%
COM
CMA
0.02%
COM
WTFC
0.02%
COM
IBDO
0.02%
IBND DEC23 ETF
CGC
0.02%
COM
COP
0.02%
COM
RCL
0.02%
COM
ROK
0.02%
COM
ESRX
0.02%
COM
EGN
0.02%
COM
EBAY
0.02%
COM
CLNC
0.02%
CL A
KHC
0.02%
COM
TMO
0.02%
COM
LLSP
0.01%
PUT
GSS
< 0.01%
COM