B
Bellecapital Portfolio holdings
AUM
$554M
1-Year Est. Return
29.52%
This Fund
S&P 500
1 Year Est. Return
+29.52%
AUM
$554M
AUM Growth
-$9.1M
(-1.6%)
Holding
152
Top Buys
| 1 | +$15.1M | |
| 2 | +$12.6M | |
| 3 | +$8.09M | |
| 4 |
TotalEnergies
TTE
|
+$6.99M |
| 5 |
AMRZ
Amrize Ltd
AMRZ
|
+$6.39M |
Top Sells
| 1 | +$24.3M | |
| 2 | +$5.72M | |
| 3 | +$1.92M | |
| 4 |
Tesla
TSLA
|
+$1.85M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$1.47M |
Sector Composition
| 1 | Technology | 33.28% |
| 2 | Consumer Discretionary | 11.99% |
| 3 | Communication Services | 10.51% |
| 4 | Healthcare | 10.26% |
| 5 | Consumer Staples | 8.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Vanguard Value ETF
VTV
$178B
| – | – |
-1,137
|
|