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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
67
15
33
1
3
2
40
8
20
BROOKSTONE CAPITAL MANAGEMENT

Time Period2019-03-31

Total Holdings401

Total Value ($x1000)1,540,857
Activities
New120

Increased165

Unchanged9

Decreased107

Sold Out29

Top 10 Stock Holdingstotal 41.6%
USMV8.46

SPY6.78

SHY6.37

IVV3.86

SPLV3.6

 
SCHO2.82

VGSH2.82

NEAR2.69

BSCL2.1

BSCM2.1

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
USMV
8.46%
USA MIN VOL ETF
SPY
6.78%
TR UNIT
SHY
6.37%
1-3 YR TR BD ETF
IVV
3.86%
CORE S&P500 ETF
SPLV
3.6%
S&P500 LOW VOL
SCHO
2.82%
SHT TM US TRES
VGSH
2.82%
SHTRM GVT BD ETF
NEAR
2.69%
SHT MAT BD ETF
BSCL
2.1%
BULSHS 2021 CB
BSCM
2.1%
BULSHS 2022 CB
BSCK
2.1%
BULSHS 2020 CB
BSCN
2.09%
BULSHS 2023 CB
XMLV
1.93%
S&P MIDCP LOW
LQD
1.89%
IBOXX INV CP ETF
IEFA
1.59%
CORE MSCI EAFE
BSCJ
1.58%
BULSHS 2019 CB
CIU
1.46%
INTERM CR BD ETF
EFAV
1.45%
EAFE MIN VOL ETF
HYG
1.43%
IBOXX HI YD ETF
ITOT
1.39%
CORE S&P TTL STK
EMB
1.12%
JP MOR EM MK ETF
IXN
1.08%
GLOBAL TECH ETF
MTUM
1.07%
MSCI USAMOMFCT
XSLV
0.99%
S&P SMLCP LOW
GOVT
0.91%
U.S. TRS BD ETF
MINT
0.84%
ENHAN SHRT MAT
JNK
0.83%
BRC HGH YLD BD
IEF
0.76%
7-10 Y TR BD ETF
GLD
0.74%
GOLD SHS
CLTL
0.72%
TREAS COLATERL
EEMV
0.7%
EM MK MINVOL ETF
TLT
0.6%
20+ YR TR BD ETF
AGG
0.6%
CORE TOTUSBD ETF
IEMG
0.57%
CORE MSCI EMKT
MOAT
0.54%
MORNINGSTAR WIDE
IJH
0.53%
CORE S&P MCP ETF
XHE
0.51%
HLTH CR EQUIP
JPST
0.5%
ULTRA SHRT INC
QQQ
0.49%
UNIT SER 1
XLP
0.48%
SBI CONS STPLS
SDY
0.46%
S&P DIVID ETF
AAPL
0.46%
COM
XLU
0.44%
SBI INT-UTILS
BNDX
0.44%
INTL BD IDX ETF
IHI
0.43%
U.S. MED DVC ETF
PFF
0.41%
U.S. PFD STK ETF
XLK
0.4%
TECHNOLOGY
IJR
0.4%
CORE S&P SCP ETF
VGT
0.4%
INF TECH ETF
VEA
0.37%
FTSE DEV MKT ETF
RWR
0.36%
DJ REIT ETF
IVE
0.36%
S&P 500 VAL ETF
IVW
0.35%
S&P 500 GRWT ETF
VYM
0.35%
HIGH DIV YLD
AOK
0.33%
CONSER ALLOC ETF
EDIV
0.33%
S&P EM MKT DIV
VUG
0.33%
GROWTH ETF
VTV
0.33%
VALUE ETF
XOM
0.33%
COM
IWP
0.32%
RUS MD CP GR ETF
IWO
0.32%
RUS 2000 GRW ETF
VNQ
0.3%
REIT ETF
T
0.28%
COM
EWZ
0.28%
MSCI BRZ CAP ETF
BSJJ
0.27%
BULSHS 2019 HY
VHT
0.26%
HEALTH CAR ETF
MYY
0.26%
PSHS SH MDCAP400
RWM
0.24%
SHRT RUSSELL2000
FVD
0.23%
SHS
BSV
0.23%
SHORT TRM BOND
AOM
0.22%
MODERT ALLOC ETF
PFE
0.22%
COM
VZ
0.22%
COM
ABBV
0.2%
COM
SSO
0.2%
PSHS ULT S&P 500
PG
0.2%
COM
JNJ
0.2%
COM
SO
0.19%
COM
BSJK
0.19%
BULSHS 2020 HY
IWF
0.19%
RUS 1000 GRW ETF
UPS
0.19%
CL B
EEM
0.18%
MSCI EMG MKT ETF
ZIV
0.18%
INVRS VIX MDTERM
IWN
0.18%
RUS 2000 VAL ETF
FLOT
0.18%
FLTG RATE BD ETF
ITA
0.17%
U.S. AER&DEF ETF
PEP
0.16%
COM
IBM
0.16%
COM
VPU
0.16%
UTILITIES ETF
DUK
0.16%
COM NEW
MBB
0.15%
MBS ETF
BSJL
0.15%
BULSHS 2021 HY
AMZN
0.15%
COM
MSFT
0.15%
COM
UPRO
0.15%
ULTRPRO S&P500
VCSH
0.15%
SHRT TRM CORP BD
ASHR
0.15%
DBXTR HAR CS 300
CAT
0.14%
COM
IGV
0.14%
NA TEC-SFTWR ETF
GIS
0.14%
COM
BSJM
0.14%
BULSHS 2022 HY
GAA
0.14%
GLB ASSET ALLO
BRK.B
0.14%
CL B NEW
JPM
0.14%
COM
VWO
0.14%
FTSE EMR MKT ETF
VOO
0.13%
SHS
D
0.13%
COM
VMBS
0.13%
MORTG-BACK SEC
HD
0.13%
COM
BSJN
0.13%
BULSHS 2023 HY
BIV
0.12%
INTERMED TERM
SPY
0.12%
PUT
KO
0.11%
COM
PXMG
0.11%
RUSEL MDCP GWT
BAC
0.11%
COM
AOR
0.1%
GRWT ALLOCAT ETF
FB
0.1%
CL A
VB
0.1%
SMALL CP ETF
BLV
0.1%
LONG TERM BOND
VTR
0.09%
COM
ABT
0.09%
COM
K
0.09%
COM
MA
0.09%
CL A
LLY
0.09%
COM
VFC
0.09%
COM
MCD
0.08%
COM
IRM
0.08%
COM
MBG
0.08%
BRC MTG BCKD BD
PM
0.08%
COM
GMOM
0.08%
GLB MOMENT ETF
ACN
0.08%
SHS CLASS A
VTI
0.07%
TOTAL STK MKT
SYLD
0.07%
SHSHLD YIELD ETF
IWS
0.07%
RUS MDCP VAL ETF
V
0.07%
COM CL A
ARKW
0.07%
WEB X.O ETF
UNH
0.07%
COM
EXI
0.07%
GLOB INDSTRL ETF
JXI
0.07%
GLOB UTILITS ETF
DIS
0.07%
COM DISNEY
BA
0.07%
COM
TIP
0.07%
TIPS BD ETF
MUB
0.07%
NAT AMT FREE BD
MO
0.06%
COM
PEG
0.06%
COM
IEI
0.06%
3-7 YR TR BD ETF
QYLD
0.06%
NASDAQ 100 COVER
IPKW
0.06%
INTL BUYBACK
ENB
0.06%
COM
PCY
0.06%
EMRNG MKT SVRG
GVAL
0.06%
GLOBAL VALUE ETF
LOW
0.06%
COM
WMT
0.06%
COM
CMCSA
0.06%
CL A
INTC
0.06%
COM
SLV
0.05%
ISHARES
GOOGL
0.05%
CAP STK CL A
SABR
0.05%
COM
AOA
0.05%
AGGRES ALLOC ETF
REM
0.05%
MTG REL ETF NEW
IWD
0.05%
RUS 1000 VAL ETF
EMLC
0.05%
JP MORGAN MKTS
OXY
0.05%
COM
LARE
0.05%
TIERRA XP LATIN
BKLN
0.05%
SR LN ETF
CEF
0.05%
UNIT
GOOG
0.04%
CAP STK CL C
PXLG
0.04%
RUSSEL 200 GWT
CVX
0.04%
COM
PDBC
0.04%
OPTIMUM YIELD
WBA
0.04%
COM
FUN
0.04%
DEPOSITRY UNIT
SHW
0.04%
COM
MRK
0.04%
COM
NLY
0.04%
COM
APD
0.04%
COM
GE
0.04%
COM
BAH
0.04%
CL A
CLX
0.04%
COM
EMR
0.04%
COM
EL
0.04%
CL A
HSY
0.04%
COM
IBDL
0.04%
DEC 2020 CORP
LDOS
0.04%
COM
MUR
0.04%
COM
UTG
0.04%
COM SH BEN INT
CVI
0.04%
COM
KXI
0.04%
GLB CNSM STP ETF
BMY
0.04%
COM
SAIC
0.04%
COM
IXP
0.04%
GLOB TELECOM ETF
VRSK
0.04%
CL A
SON
0.04%
COM
ANGL
0.04%
FALLEN ANGEL HG
NKE
0.04%
CL B
CSCO
0.04%
COM
IQV
0.04%
COM
PPLT
0.04%
PHYSCL PLATM SHS
RXI
0.04%
GLB CNS DISC ETF
ED
0.03%
COM
BMS
0.03%
COM
EW
0.03%
COM
MIC
0.03%
MEMBERSHIP INT
KAR
0.03%
COM
FLO
0.03%
COM
CWEN
0.03%
CL C
IWM
0.03%
RUSSELL 2000 ETF
REZ
0.03%
RESID RL EST CAP
WST
0.03%
COM
R
0.03%
COM
TECH
0.03%
COM
MXI
0.03%
GLOBAL MATER ETF
GEF
0.03%
CL A
VSH
0.03%
COM
IBDM
0.03%
IBND DEC21 ETF
STE
0.03%
SHS USD
TKR
0.03%
COM
ORI
0.03%
COM
PPL
0.03%
COM
TRCO
0.03%
CL A
CLNY
0.03%
CL A COM
WSM
0.03%
COM
NWE
0.03%
COM NEW
TDS
0.03%
COM NEW
HRC
0.03%
COM
JCOM
0.03%
COM
AVT
0.03%
COM
MSM
0.03%
CL A
DNKN
0.03%
COM
CY
0.03%
COM
IXJ
0.03%
GLOB HLTHCRE ETF
NATI
0.03%
COM
TFSL
0.03%
COM
TWO
0.03%
COM NEW
IXG
0.03%
GLOBAL FINLS ETF
ENR
0.03%
COM
CNK
0.03%
COM
NYCB
0.03%
COM
WSO
0.03%
COM
CWB
0.03%
BRC CNV SECS ETF
UBSI
0.03%
COM
CBRL
0.03%
COM
FULT
0.03%
COM
HUBB
0.03%
COM
ORLY
0.03%
COM
WM
0.03%
COM
TRTN
0.03%
CL A
AWK
0.03%
COM
IGT
0.03%
SHS USD
SNX
0.03%
COM
PACW
0.03%
COM
COST
0.03%
COM
AFL
0.03%
COM
FFTI
0.03%
FORMULA FOLIOS I
SST
0.03%
SHRT TRSRY ETF
AMGN
0.03%
COM
VLY
0.03%
COM
EHC
0.03%
COM
SIX
0.03%
COM
ITW
0.03%
COM
WP
0.03%
CL A
BK
0.03%
COM
CHRW
0.03%
COM NEW
PGR
0.03%
COM
FNB
0.03%
COM
MDLZ
0.03%
CL A
SPGI
0.03%
COM
IBDK
0.03%
IBND DEC19 ETF
NVO
0.03%
ADR
BGCP
0.03%
CL A
EXC
0.03%
COM
L
0.03%
COM
CL
0.03%
COM
WFC
0.03%
COM
ADP
0.03%
COM
GLOB
0.03%
COM
BKNG
0.03%
COM
FOXF
0.03%
COM
F
0.03%
COM PAR $0.01
TAL
0.03%
ADS REPSTG COM
EFA
0.03%
MSCI EAFE ETF
UNP
0.03%
COM
CHKP
0.03%
ORD
ITB
0.03%
US HOME CONS ETF
CSJ
0.03%
1-3 YR CR BD ETF
WEC
0.03%
COM
LMT
0.03%
COM
LGIH
0.03%
COM
IWB
0.03%
RUS 1000 ETF
XSW
0.03%
COMP SOFTWARE
PXQ
0.03%
DYNMC NETWRNG
SYK
0.03%
COM
IWY
0.03%
RUS TP200 GR ETF
PSX
0.03%
COM
VNQI
0.03%
GLB EX US ETF
ABC
0.03%
COM
MMM
0.03%
COM
ACWV
0.03%
CNTRY MIN VL ETF
O
0.03%
COM
IYC
0.03%
U.S. CNSM SV ETF
UTX
0.02%
COM
COR
0.02%
COM
BMO
0.02%
COM
XLE
0.02%
SBI INT-ENERGY
HLI
0.02%
CL A
CBOE
0.02%
COM
CNC
0.02%
COM
BURL
0.02%
COM
NSC
0.02%
COM
OMAB
0.02%
SPON ADR
NEE
0.02%
COM
DIA
0.02%
UT SER 1
CBB/PB
0.02%
PFD CV DEP1/20
HON
0.02%
COM
BLKB
0.02%
COM
DTE
0.02%
COM
TMO
0.02%
COM
IIVI
0.02%
COM
GWL
0.02%
S&P WRLD EX US
DWDP
0.02%
COM
TXN
0.02%
COM
IWX
0.02%
RUS TP200 VL ETF
GPOR
0.02%
COM NEW
COMT
0.02%
COMMOD SEL STG
BLL
0.02%
COM
WPC
0.02%
COM
RTN
0.02%
COM NEW
BRK.A
0.02%
CL A
BABA
0.02%
SPONSORED ADS
ANTM
0.02%
COM
XT
0.02%
EXPONEN TECHNO
ABMD
0.02%
COM
AEP
0.02%
COM
PUI
0.02%
DWA UTILS MUMT
FE
0.02%
COM
BP
0.02%
SPONSORED ADR
AXP
0.02%
COM
ILF
0.02%
LATN AMER 40 ETF
CVS
0.02%
COM
QTEC
0.02%
SHS
USB
0.02%
COM NEW
PPG
0.02%
COM
IBDN
0.02%
IBND DEC22 ETF
ORCL
0.02%
COM
EPD
0.02%
COM
GDXJ
0.02%
JR GOLD MINERS E
XOP
0.02%
S&P OILGAS EXP
BAX
0.02%
COM
GPC
0.02%
COM
COO
0.02%
COM NEW
NHI
0.02%
COM
PNC
0.02%
COM
COP
0.02%
COM
SLYV
0.02%
S&P 600 SMCP VAL
AMJ
0.01%
ALERIAN ML ETN
SBUX
0.01%
COM
HCN
0.01%
COM
SPYV
0.01%
S&P 500 VALUE
CFT
0.01%
CREDIT BD ETF
BLK
0.01%
COM
GD
0.01%
COM
MDT
0.01%
SHS
IBB
0.01%
NASDQ BIOTEC ETF
LNC
0.01%
COM
MUAH
0.01%
19 AMT-FREE MN
ROK
0.01%
COM
NVS
0.01%
SPONSORED ADR
BIL
0.01%
SPDR BLOOMBERG
FSB
0.01%
COM
NUE
0.01%
COM
FFSG
0.01%
FRMLAFLIO SMRT
ULTA
0.01%
COM
SYY
0.01%
COM
BERY
0.01%
COM
PSA
0.01%
COM
DNP
0.01%
COM
APC
0.01%
COM
UAA
0.01%
CL A
ECL
0.01%
COM
HBI
0.01%
COM
GLUU
0.01%
COM
CSQ
0.01%
COM SH BEN INT
BT
0.01%
ADR
RPAI
0.01%
CL A
FSIC
0.01%
COM
NATR
0.01%
COM
REI
0.01%
COM
ACB
0.01%
COM
LYG
0.01%
SPONSORED ADR
SIRI
< 0.01%
COM
NBEV
< 0.01%
COM
CHK
< 0.01%
COM
SRRA
< 0.01%
COM
RAD
< 0.01%
COM
AUY
< 0.01%
COM
HL
< 0.01%
COM
UEC
< 0.01%
COM
AMPE
< 0.01%
COM
NVAX
< 0.01%
COM
APD
< 0.01%
PUT
PM
< 0.01%
PUT
EFZ
0.49%
PSHS SH MSCI EAF
XLY
0.48%
SBI CONS DISCR
XTL
0.39%
S&P TELECOM
LLSP
0.33%
DLY SP500 BULL
TVIX
0.21%
VELOCITY SHS DAI
HYLS
0.21%
FIRST TR TA HIYL
PZA
0.16%
NATL AMT MUNI
PBP
0.08%
S&P500 BUY WRT
GDX
0.04%
GOLD MINERS ETF
ICLR
0.03%
SHS
EIX
0.03%
COM
VVC
0.02%
COM
DSI
0.02%
MSCI KLD400 SOC
VLO
0.02%
COM
GBIL
0.02%
TREASURYACCESS
UNG
0.02%
UNIT PAR
INTU
0.02%
COM
STLD
0.02%
COM
ES
0.02%
COM
EFSC
0.02%
COM
ADBE
0.02%
COM
GSY
0.02%
ULTRA SHRT DUR
IAU
0.01%
ISHARES
FCX
0.01%
COM
HBAN
0.01%
COM
ENZ
< 0.01%
COM
GFI
< 0.01%
SPONSORED ADR
MDLZ
< 0.01%
PUT
FB
< 0.01%
CALL