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BAMO
+0.23 · +0.73%
$32.54 · BATS

Brookstone Opportunities ETF (BAMO) ETF Analysis | Moderate Allocation

Brookstone Asset Management · USA
AUM:$47.5M
#– of – in Moderate Allocation 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 16.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 1.30% — above average for this category.

What is BAMO?

The fund is an actively managed fund of funds that invests in unaffiliated exchange traded funds ("ETFs") purchased in the secondary market that invest in foreign and domestic stocks of any market capitalization (including emerging markets), bonds (including junk bonds) and cash and cash equivalents, including leveraged ETFs, based on the adviser"s relative outlook for those asset classes.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
BAMO delivered 16.6% over the past year. Historical returns only — past performance is not indicative of future results.
Higher Cost Profile
Expense ratio of 1.30% is above average. Verify whether the strategy justifies the cost.
Concentrated Holdings
Top 10 holdings account for 99.6% of the ETF — significant weight in a small number of names.
ETF Information
AUM$47.5M
Expense Ratio1.30%
Dividend Yield1.58%
Holdings5
Inception DateSept 2023
Domicile–
Distribution–
Index–
ProviderBrookstone Asset Management
Beta–
CategoryModerate Allocation
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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

Performance Metrics

Historical returns

6M
+6.9%
1Y
+11.5%
3Y
+44.8%
5Y
+44.8%
OpenBook InsightIf you had invested £10,000 in BAMO 5 years ago, it would have grown to £14,477 — a gain of £4,477.

Annual Returns

Calendar year performance

BAMO delivered positive returns in 4 of the last 4 calendar years.
YearBAMO
2026 YTD+7.3%
2025+9.4%
2024+14.9%
2023+7.7%
CAGR 3yr+10.6%
4/4 positive yearsAvg return: +9.8%Worst year: +7.3% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
7.6%
Low
Momentum
+2.0%
30-day change
Support Level
34.85
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • 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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