Brookstone Value Stock ETF (BAMV)
BATS BATS Primary Summary
BAMV Chart
BAMV: Fundamentals Not Competitive With Low Cost Large-Cap Value Peers
BAMV is an actively managed fund comprised of 30 U.S. stocks chosen based on market cap, reputation, value, growth, relevance to investors, and third-party financial ratings. I compared BAMV to four active and passive large-cap value ETF peers to see if they offered a similarly attractive factor mix to save on BAMV's 0.95% expense ratio. Surprisingly, I found BAMV's peers were just as strong on the value factor while offering better sales growth, earnings growth, and quality metrics, even after adjusting for sector composition differences.
Brookstone Value Stock ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,746 | $153,703.87 | $170,594.97 | $16,891.1 | 10.99% |
| NS Nicholas Shaheen FSA Advisors Inc. | 10,535 | $341,488.21 | $378,311.85 | $36,823.64 | 10.78% |
| EM Erin Mccann Simplicity Wealth LLC | 14,661 | $466,095.1 | $527,869.3 | $61,774.2 | 13.25% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 576 | $18,669 | $20,790.72 | $2,121.72 | 11.36% |
 Shawn Scholz Impact Partnership Wealth, LLC | 6,434 | $205,551.54 | $231,913.53 | $26,361.99 | 12.83% |
Brookstone Value Stock ETF (BAMV) FAQ
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Brookstone Value Stock ETF Profile
| BATS Exchange | US Country |
Overview
The fund represents an actively managed exchange traded fund (ETF) focused on investing in publicly traded U.S. equity stocks that present strong value opportunities, as identified through the adviser’s comprehensive research. This ETF is designed for investors seeking to capitalize on the potential of U.S. equities, following a strategy that invests at least 80% of its net assets, along with any borrowings for investment purposes, in these stocks. The commitment to active management allows the fund to adapt its portfolio in response to market changes and opportunities, aiming to deliver competitive returns to its investors.
Products and Services
The fund's primary offerings revolve around its investment in value-based U.S. equity stocks, leveraging expert research and strategies. The products and services include:
- Actively Managed ETFs:
This service entails the careful selection and management of publicly traded U.S. equity stocks, aiming to outperform passive market indices. The active management strategy seeks to take advantage of market inefficiencies and valuation discrepancies to achieve superior returns.
- Value-Based Investment Strategy:
Focusing on companies that are believed to offer strong value, this strategy involves comprehensive research and analysis to identify stocks that are undervalued by the market. It’s aimed at investors who are looking for growth opportunities through investments in companies with solid fundamentals but whose stocks are currently undervalued.
- Portfolio Management:
The fund offers dedicated portfolio management services, ensuring that at least 80% of the fund's net assets are invested in eligible U.S. equity stocks, in line with its investment strategy. This includes constant monitoring and adjusting of the portfolio in response to market dynamics and opportunities, underpinned by deep financial analysis and insights.
