evenfolio
Brookstone Asset ManagementLarge GrowthBAMG · Cboe BZX

Brookstone Growth Stock ETF (BAMG)

Price
$44.22
11 Sept 2026
Assets
$127.9M
Total net assets
Expense ratio
0.89%
Category 0.90%
Yield
0.01%
Trailing distributions
3Y CAGR
Category 21.9%
5Y CAGR
Category 9.9%
Loading NAV history…
Brookstone Growth Stock ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.8%+1.4%+16.8%+10.2%+18.5%+21.3%
Large Growth average-2.1%1.2%15.6%9.0%12.3%21.9%9.9%16.6%12.8%
Difference+0.3%+0.2%+1.2%+1.2%+6.2%+8.5%

Holdings

The 10 largest positions make up 39.2% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
MUMicron Technology Inc4.69%
LLYEli Lilly and Co4.40%
AAPLApple Inc4.36%
NVDANVIDIA Corp4.26%
AMZNAmazon.com Inc4.25%
GOOGLAlphabet Inc Class A4.05%
AVGOBroadcom Inc4.01%
METAMeta Platforms Inc Class A3.32%
VVisa Inc Class A3.06%
AMDAdvanced Micro Devices Inc2.79%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
29.0
P/B
9.1
P/S
5.4
P/CF
22.9

Sector allocation

Share of the equity the fund holds.

40.6%Technology10 sectors
  1. Technology40.6%
  2. Health care13.0%
  3. Financial services10.8%
  4. Communication services9.5%
  5. Industrials9.0%
  6. Consumer staples7.7%
  7. Consumer discretionary6.5%
  8. Utilities1.6%
  9. Materials0.8%
  10. Energy0.6%

Asset mix

  • Stocks99.6%
  • Cash0.4%

ETF details

Issuer
Brookstone Asset Management
Category
Equity · Large Growth
Ticker
BAMG
Exchange
Cboe BZX
Inception
26 Sept 2023 (3.0 years)
Structure
Exchange Traded Fund
Expense ratio
0.89% (category 0.90%)
Holdings turnover
64% (category 62%)
Distribution yield
0.01%
Beta, 3 years
0.00
Total net assets
$127.9M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other large growth ETFs

Other ETFs in the Large Growth category.

Search

Search funds, pages and tools