Brookstone Value Stock ETF (BAMV)

• Market cap: $84.5M
• 1 day: 0.70%
• 5 days: -0.85%
• 1 month: -4.73%
• 3 months: 1.02%
• 6 months: 7.36%
• Year to date: 12.59%
• 1 year: 12.23%
• 5 years: 27.36%
• 10 years: 27.36%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

2% more capital invested

Capital invested by funds: $78.3M [Q2] → $79.7M (+$1.43M) [Q3]

1.91% less ownership

Funds ownership: 99.36% [Q2] → 97.45% (-1.91%) [Q3]

43% less funds holding

Funds holding: 14 [Q2] → 8 (-6) [Q3]

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 4