BC

Belmont Capital Portfolio holdings

AUM $657M
1-Year Est. Return 33.14%
This Quarter Est. Return
1 Year Est. Return
+33.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$536M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$10.4M
3
+$10.4M
4
MSFT icon
Microsoft
MSFT
+$10.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.07M

Top Sells

1
+$5.14M
2
+$3.38M
3
+$935K
4
PM icon
Philip Morris
PM
+$507K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$422K

Sector Composition

1 Technology 44.64%
2 Communication Services 18.97%
3 Consumer Discretionary 11.51%
4 Financials 5.33%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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6 7 8 9
10