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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
19
29
2
3
2
36
7
11
BROOKSTONE CAPITAL MANAGEMENT

Time Period2017-12-31

Total Holdings313

Total Value ($x1000)1,113,518
Activities
New31

Increased121

Unchanged17

Decreased144

Sold Out46

Top 10 Stock Holdingstotal 32.83%
SPY7.98

IVV6.96

CIU4.22

IEF3.5

HEFA2.37

 
IEMG2.35

LQD1.42

IVE1.35

EMB1.35

ITOT1.33

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
7.98%
TR UNIT
IVV
6.96%
CORE S&P500 ETF
CIU
4.22%
INTERM CR BD ETF
IEF
3.5%
7-10 Y TR BD ETF
HEFA
2.37%
HDG MSCI EAFE
IEMG
2.35%
CORE MSCI EMKT
LQD
1.42%
IBOXX INV CP ETF
IVE
1.35%
S&P 500 VAL ETF
EMB
1.35%
JP MOR EM MK ETF
ITOT
1.33%
CORE S&P TTL STK
IJH
1.32%
CORE S&P MCP ETF
NEAR
1.31%
SHT MAT BD ETF
USMV
1.23%
USA MIN VOL ETF
ITA
1.12%
U.S. AER&DEF ETF
FPE
1.02%
PFD SECS INC ETF
MINT
1.02%
ENHAN SHRT MAT
IWF
0.98%
RUS 1000 GRW ETF
MTUM
0.9%
MSCI USAMOMFCT
QTEC
0.87%
SHS
OUSA
0.87%
OSHARS FTSE US
IGOV
0.83%
INTL TREA BD ETF
IJR
0.81%
CORE S&P SCP ETF
T
0.81%
COM
IEFA
0.78%
CORE MSCI EAFE
XLB
0.78%
SBI MATERIALS
EFA
0.78%
MSCI EAFE ETF
XLK
0.75%
TECHNOLOGY
XLV
0.75%
SBI HEALTHCARE
XOM
0.74%
COM
VZ
0.7%
COM
CUT
0.69%
GUGG TIMBER ETF
PFF
0.68%
U.S. PFD STK ETF
EEM
0.68%
MSCI EMG MKT ETF
PFE
0.68%
COM
TLT
0.67%
20+ YR TR BD ETF
GIS
0.63%
COM
HYG
0.63%
IBOXX HI YD ETF
SO
0.61%
COM
UPS
0.6%
CL B
GE
0.59%
COM
MO
0.59%
COM
OXY
0.58%
COM
GLD
0.57%
GOLD SHS
HP
0.56%
COM
IBM
0.56%
COM
EMR
0.55%
COM
WFC
0.55%
COM
KSS
0.55%
COM
LYB
0.54%
SHS - A -
PM
0.54%
COM
F
0.53%
COM PAR $0.01
KO
0.53%
COM
MRK
0.52%
COM
LLSP
0.52%
DLY SP500 BULL
NUE
0.52%
COM
CF
0.52%
COM
AOM
0.52%
MODERT ALLOC ETF
XLY
0.51%
SBI CONS DISCR
M
0.51%
COM
PDCO
0.5%
COM
STX
0.5%
SHS
IVZ
0.5%
SHS
PPL
0.5%
COM
TGT
0.49%
COM
MOAT
0.49%
MORNINGSTAR WIDE
INDY
0.49%
INDIA 50 ETF
ETN
0.49%
SHS
PBCT
0.49%
COM
IP
0.49%
COM
NAVI
0.49%
COM
LB
0.49%
COM
OKE
0.49%
COM
WMB
0.49%
COM
MET
0.49%
COM
CTL
0.48%
COM
AES
0.48%
COM
FVD
0.48%
SHS
ADM
0.48%
COM
AOR
0.48%
GRWT ALLOCAT ETF
XRX
0.48%
COM NEW
VOT
0.48%
MCAP GR IDXVIP
VTI
0.48%
TOTAL STK MKT
WU
0.47%
COM
NLSN
0.47%
SHS EUR
QCOM
0.47%
COM
WRK
0.47%
COM
VPU
0.46%
UTILITIES ETF
CAH
0.46%
COM
FE
0.46%
COM
GILD
0.46%
COM
MBB
0.44%
MBS ETF
SCG
0.43%
COM
QQQ
0.41%
UNIT SER 1
VYM
0.38%
HIGH DIV YLD
AOK
0.38%
CONSER ALLOC ETF
VGT
0.37%
INF TECH ETF
DON
0.35%
MIDCAP DIVI FD
BKLN
0.34%
SENIOR LN PORT
IVW
0.31%
S&P 500 GRWT ETF
AGG
0.28%
CORE TOTUSBD ETF
CAT
0.27%
COM
JNJ
0.27%
COM
AAPL
0.27%
COM
VOO
0.26%
SHS
BSJJ
0.26%
GUG BUL 2019 HY
IWO
0.25%
RUS 2000 GRW ETF
TIP
0.25%
TIPS BD ETF
VHT
0.25%
HEALTH CAR ETF
PG
0.24%
COM
BRK.B
0.23%
CL B NEW
BSJK
0.23%
GUG BUL 2020 HY
VNQ
0.22%
REIT ETF
BSJI
0.21%
GUG BLT2018 HY
BSJL
0.21%
2021 HG YLD CB
IJT
0.21%
SP SMCP600GR ETF
BSJM
0.18%
2022 HG YLD CB
HD
0.17%
COM
PBP
0.16%
S&P 500 BUYWRT
PCY
0.16%
SOVEREIGN DEBT
IBDL
0.16%
DEC 2020 CORP
IWP
0.15%
RUS MD CP GR ETF
IBDM
0.15%
IBND DEC21 ETF
IBDK
0.15%
IBND DEC19 ETF
IBDH
0.15%
DEC 18 CP TERM
FB
0.13%
CL A
BAC
0.13%
COM
IBDN
0.13%
IBND DEC22 ETF
VEA
0.12%
FTSE DEV MKT ETF
WBA
0.12%
COM
DUK
0.12%
COM NEW
AOA
0.12%
AGGRES ALLOC ETF
FDT
0.12%
DEV MRK EX US
IWN
0.11%
RUS 2000 VAL ETF
EMLC
0.11%
JP MORGAN MKTS
MSFT
0.1%
COM
GAA
0.1%
GLB ASSET ALLO
PEP
0.1%
COM
CWB
0.1%
BRC CNV SECS ETF
ABBV
0.09%
COM
SHY
0.09%
1-3 YR TR BD ETF
INTC
0.09%
COM
EXI
0.09%
GLOB INDSTRL ETF
VNQI
0.09%
GLB EX US ETF
V
0.09%
COM CL A
RXI
0.09%
GLB CNS DISC ETF
SPGI
0.08%
COM
VTR
0.08%
COM
MXI
0.08%
GLOBAL MATER ETF
IXN
0.08%
GLOBAL TECH ETF
IWS
0.08%
RUS MDCP VAL ETF
PEG
0.08%
COM
IXG
0.08%
GLOBAL FINLS ETF
LLY
0.08%
COM
KXI
0.08%
GLB CNSM STP ETF
IXP
0.08%
GLOB TELECOM ETF
IDV
0.08%
INTL SEL DIV ETF
CMCSA
0.08%
CL A
IXJ
0.08%
GLOB HLTHCRE ETF
SPY
0.07%
PUT
IXC
0.07%
GLOBAL ENERG ETF
D
0.07%
COM
JXI
0.07%
GLOB UTILITS ETF
ENB
0.07%
COM
VUG
0.06%
GROWTH ETF
BA
0.06%
COM
JPM
0.06%
COM
BMY
0.06%
COM
AMGN
0.06%
COM
PPG
0.06%
COM
MA
0.06%
CL A
ORCL
0.06%
COM
DIS
0.06%
COM DISNEY
SYLD
0.05%
SHSHLD YIELD ETF
VRSK
0.05%
CL A
CVX
0.05%
COM
APLE
0.05%
COM NEW
AMZN
0.05%
COM
IEI
0.05%
3-7 YR TR BD ETF
FULT
0.05%
COM
SLV
0.05%
ISHARES
LOW
0.05%
COM
MCD
0.05%
COM
VTV
0.05%
VALUE ETF
ED
0.05%
COM
ACN
0.05%
SHS CLASS A
AEP
0.05%
COM
GVAL
0.05%
GLOBAL VALUE ETF
GOOGL
0.05%
CAP STK CL A
GOOG
0.04%
CAP STK CL C
SHW
0.04%
COM
O
0.04%
COM
DBC
0.04%
UNIT BEN INT
IWD
0.04%
RUS 1000 VAL ETF
ITW
0.04%
COM
LDOS
0.04%
COM
BSV
0.04%
SHORT TRM BOND
WMT
0.04%
COM
VWO
0.04%
FTSE EMR MKT ETF
IPKW
0.04%
PWRS INT BUYBK
MMM
0.04%
COM
SAIC
0.04%
COM
SON
0.04%
COM
CY
0.04%
COM
ABT
0.04%
COM
ABC
0.04%
COM
LMT
0.04%
COM
WM
0.04%
COM
COST
0.04%
COM
NRZ
0.04%
COM NEW
CL
0.04%
COM
HFC
0.04%
COM
TEGP
0.04%
CL A
PBI
0.03%
COM
GXP
0.03%
COM
IHI
0.03%
U.S. MED DVC ETF
CSJ
0.03%
1-3 YR CR BD ETF
GMOM
0.03%
GLB MOMENT ETF
CSRA
0.03%
COM
MSM
0.03%
CL A
VGR
0.03%
COM
TDS
0.03%
COM NEW
BGS
0.03%
COM
BMO
0.03%
COM
SABR
0.03%
COM
HUBB
0.03%
COM
JWN
0.03%
COM
CMP
0.03%
COM
OLN
0.03%
COM PAR $1
WSO
0.03%
COM
KAR
0.03%
COM
SIX
0.03%
COM
DWDP
0.03%
COM
ORI
0.03%
COM
AMC
0.03%
CL A COM
PACW
0.03%
COM
R
0.03%
COM
RGC
0.03%
CL A
HRC
0.03%
COM
TECH
0.03%
COM
UMPQ
0.03%
COM
GEF
0.03%
CL A
TKR
0.03%
COM
IGT
0.03%
SHS USD
BGCP
0.03%
CL A
BAH
0.03%
CL A
MCY
0.03%
COM
NYCB
0.03%
COM
HON
0.03%
COM
AVT
0.03%
COM
NATI
0.03%
COM
TUP
0.03%
COM
STE
0.03%
SHS USD
MIC
0.03%
MEMBERSHIP INT
NYLD
0.03%
CL C
AGNC
0.03%
COM
IWB
0.03%
RUS 1000 ETF
CSCO
0.03%
COM
TXN
0.03%
COM
JCOM
0.03%
COM
PSX
0.03%
COM
HBI
0.03%
COM
VLY
0.03%
COM
PSA
0.03%
COM
HCN
0.03%
COM
WEC
0.03%
COM
BRK.A
0.03%
CL A
GD
0.03%
COM
RTN
0.03%
COM NEW
DTE
0.03%
COM
ADP
0.03%
COM
PCLN
0.03%
COM NEW
BNDX
0.03%
INTL BD IDX ETF
AFL
0.02%
COM
PNC
0.02%
COM
AXP
0.02%
COM
ESRX
0.02%
COM
IQV
0.02%
COM
MAR
0.02%
CL A
EFSC
0.02%
COM
MUAG
0.02%
18 AMT-FREE ETF
ORLY
0.02%
COM
MUAH
0.02%
19 AMT-FREE MN
HSY
0.02%
COM
EXC
0.02%
COM
IWM
0.02%
RUSSELL 2000 ETF
IBMI
0.02%
IBONDS SEP2020
WTFC
0.02%
COM
IBMK
0.02%
IBONDS DEC 22
IBMJ
0.02%
IBONDS DEC 21
UTX
0.02%
COM
UNP
0.02%
COM
LAMR
0.02%
CL A
FUN
0.02%
DEPOSITRY UNIT
NVS
0.02%
SPONSORED ADR
BBT
0.02%
COM
AMAT
0.02%
COM
UL
0.02%
SPON ADR NEW
DNP
0.02%
COM
VCSH
0.02%
SHRT TRM CORP BD
ENZ
0.01%
COM
RPAI
0.01%
CL A
AAPL
0.01%
CALL
FGP
0.01%
UNIT LTD PART
SIRI
0.01%
COM
CHK
0.01%
COM
RAD
< 0.01%
COM
UEC
< 0.01%
COM
RGLS
< 0.01%
COM
NVAX
< 0.01%
COM
GSS
< 0.01%
COM
PM
< 0.01%
PUT
MSFT
< 0.01%
PUT
MCD
< 0.01%
PUT
ILF
1.26%
LATN AMER 40 ETF
HYS
0.75%
0-5 HIGH YIELD
IYE
0.62%
U.S. ENERGY ETF
VEU
0.62%
ALLWRLD EX US
GMM
0.61%
EMERG MKTS ETF
IYF
0.6%
U.S. FINLS ETF
MUB
0.6%
NAT AMT FREE BD
VLO
0.56%
COM
VFH
0.55%
FINANCIALS ETF
IAU
0.54%
ISHARES
TROW
0.54%
COM
GM
0.54%
COM
AJG
0.52%
COM
GRMN
0.51%
SHS
HPQ
0.51%
COM
MOS
0.49%
COM
ETR
0.48%
COM
MAT
0.48%
COM
KMB
0.47%
COM
REM
0.17%
MTG REL ETF NEW
VDC
0.17%
CONSUM STP ETF
XIV
0.12%
INVRS VIX STERM
ZIV
0.09%
INVRS VIX MDTERM
IBDJ
0.05%
IBND DEC17 ETF
HLS
0.03%
COM NEW
BRCD
0.03%
COM NEW
USB
0.02%
COM NEW
XLE
0.02%
SBI INT-ENERGY
GDX
0.02%
GOLD MINERS ETF
Q
0.02%
COM
EPD
0.02%
COM
APTI
0.02%
CL A
CVS
0.02%
COM
BSJH
0.02%
GUG BLT2017 HY
BK
0.02%
COM
LNT
0.02%
COM
CEF
0.02%
CL A
BND
0.02%
TOTAL BND MRKT
XLI
0.02%
SBI INT-INDS
GFI
0.01%
SPONSORED ADR
CATO
0.01%
CL A
CSQ
0.01%
COM SH BEN INT
FAX
0.01%
COM
CCJ
0.01%
COM
KOPN
0.01%
COM
CDTI
< 0.01%
COM PAR NEW