BRC
Bell Rock Capital Portfolio holdings
AUM
$81M
1-Year Return
9.85%
This Quarter Return
+9.57%
1 Year Return
-9.85%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$94.9M
AUM Growth
–
Cap. Flow
+$94.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.33%
Holding
362
New
361
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
+$6.95M |
| 2 |
ProShares Ultra QQQ
QLD
|
+$4.61M |
| 3 |
ProShares Ultra Financials
UYG
|
+$4.6M |
| 4 |
Amazon
AMZN
|
+$4.49M |
| 5 |
X
US Steel
X
|
+$3.78M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.72% |
| 2 | Consumer Discretionary | 10.7% |
| 3 | Industrials | 9.96% |
| 4 | Communication Services | 9.94% |
| 5 | Financials | 8.16% |
