Brookstone Growth Stock ETF holds 30 stocks selected with an actively managed “GARP” methodology. The short history of BAMG is disappointing, lagging the benchmark and competitors. iShares MSCI USA Quality GARP ETF follows a similar approach of growth including a touch of quality and value, with a lower fee and better return.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,424 | $161,381.84 | $194,633.88 | $33,252.04 | 20.6% |
| NS Nicholas Shaheen FSA Advisors Inc. | 10,036 | $401,119.12 | $444,093 | $42,973.88 | 10.71% |
| EM Erin Mccann Simplicity Wealth LLC | 14,487 | $521,660.31 | $636,196.6 | $114,536.29 | 21.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 581 | $23,316 | $25,459.42 | $2,143.42 | 9.19% |
Shawn Scholz Impact Partnership Wealth, LLC | 6,524 | $226,565.05 | $286,338.36 | $59,773.31 | 26.38% |
| BATS Exchange | US Country |
This fund operates as an actively managed exchange traded fund (ETF) that focuses on investing in companies which, based on thorough research conducted by the adviser, are anticipated to experience substantial earnings growth in the coming years. The advisement team selects stocks from publicly traded U.S. equity markets, targeting those entities they predict will yield strong financial performance and growth. A foundational strategy of the fund involves allocating a minimum of 80% of its net assets, including borrowings intended for investment purposes, towards these equities, ensuring a focused and growth-oriented investment portfolio.
This product category includes the flagship service of the fund, where investments are carefully selected and managed with the aim of achieving high earnings growth. The selection process is deeply rooted in the adviser’s proprietary research, identifying companies within the U.S. equity market that demonstrate potential for significant growth over the next several years.
The cornerstone of the fund's approach involves an intensive research process by the advisement team. This includes analyzing market trends, financial statements, and growth potentials to identify investment opportunities. The fund's dedication to research ensures that their investment decisions are well-informed and strategically positioned for growth.
As part of its core investment strategy, the fund commits at least 80% of its net assets (plus any borrowings for investment purposes) to investing in publicly traded U.S. equity stocks. This focus on U.S. equities reflects the fund's confidence in the growth potential within the American market, targeting companies across various sectors expected to outperform in the coming years.