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BAMG
-0.08 · -0.19%
$38.48 · BATS

Brookstone Growth Stock ETF (BAMG) ETF Analysis | Large Growth

Brookstone Asset Management · USA
AUM:$129.2M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 26.6% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.95% — above average for this category.

What is BAMG?

The fund is an actively managed exchange traded fund ("ETF") that invests in companies that the adviser believes have strong earnings growth potential over the next several years based on the adviser"s research. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in publicly traded U.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BAMG delivered 26.6% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 0.95% is above average. Verify whether the strategy justifies the cost.
Moderate Concentration
Top 10 holdings make up 38.8% of the ETF — a moderate level of name concentration.
ETF Information
AUM$129.2M
Expense Ratio0.95%
Dividend Yield0.00%
Holdings50
Inception DateSept 2023
Domicile–
Distribution–
Index–
ProviderBrookstone Asset Management
Beta–
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+14.7%
1Y
+21.0%
3Y
+80.4%
5Y
+80.4%
OpenBook InsightIf you had invested £10,000 in BAMG 5 years ago, it would have grown to £18,043 — a gain of £8,043.

Annual Returns

Calendar year performance

BAMG delivered positive returns in 4 of the last 4 calendar years.
YearBAMG
2026 YTD+11.5%
2025+17.5%
2024+24.9%
2023+11.9%
CAGR 3yr+18.0%
4/4 positive yearsAvg return: +16.4%Worst year: +11.5% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
14.4%
Low
Momentum
+3.1%
30-day change
Support Level
43.72
Key floor
Key Insights
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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