B

Bellecapital Portfolio holdings

AUM $563M
1-Year Est. Return 30.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$328M
AUM Growth
-$30.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$8.27M
2
+$7.67M
3
+$4.59M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$1.82M
5
ZTS icon
Zoetis
ZTS
+$1.28M

Top Sells

1
+$14.2M
2
+$11M
3
+$4.06M
4
GLD icon
SPDR Gold Trust
GLD
+$3.69M
5
NOMD icon
Nomad Foods
NOMD
+$3.37M

Sector Composition

1 Technology 18.97%
2 Healthcare 14.75%
3 Consumer Staples 14.29%
4 Financials 9.1%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
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