BAMOBrookstone Opportunities ETF
Seeks total return.
By Brookstone Asset Management · Launched 2023
Annual Cost
1.06%
#5,348 of 5,861 · expensive
Fund Size
$47M
#3,695 of 5,861 · mid-size
Return (1Y)Goal
+11.9%
Track Record
2 years
#3,123 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,211+12.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 6 holdings = 100.2% of fund✓ diversified through underlying funds
State Street Spdr Dow Jones Industrial Average Etf Trust
20.8%
iShares Trust
20.2%
Vanguard Index Funds
20.2%
iShares Trust
19.4%
SPDR Series Trust
19.4%
BBH SWEEP VEHICLE
0.1%
Asset allocation
Stocks
62.2%
Cash
36.7%
Bonds
1.1%
Other
0.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
7.0%Low
Year-on-year price swings
Max drawdown
-12.7%Mild
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Bond profile
Credit ratings
US Government
39.7%
AAA
0.4%
AA
99.6%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks total return.
- Strategy
- Actively manages a fund of funds investing in foreign and domestic stocks of any market capitalization, bonds, and cash equivalents. Allocates based on the adviser's outlook, with flexibility to adjust exposure to sectors and asset classes as market conditions change.
- Inception date
- September 27, 2023
- Fund family
- Brookstone Asset Management
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Data updated on 2026-08-04