B

Bellecapital Portfolio holdings

AUM $619M
1-Year Est. Return 33.16%
This Quarter Est. Return
1 Year Est. Return
+33.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$56.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$12.3M
2 +$4.14M
3 +$3.3M
4
GLD icon
SPDR Gold Trust
GLD
+$1.29M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.1M

Top Sells

1 +$3.12M
2 +$1.08M
3 +$761K
4
AAPL icon
Apple
AAPL
+$712K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$627K

Sector Composition

1 Technology 19.7%
2 Consumer Discretionary 13.09%
3 Consumer Staples 7.87%
4 Communication Services 7.84%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-5,027
177
-2,440