BC
Belmont Capital Portfolio holdings
AUM $657M
1-Year Return
33.14%
This Quarter Return
+47.44%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$115M
AUM Growth
-$6.75M
(-5.5%)
Cap. Flow
-$39.8M
Cap. Flow
% of AUM
-34.59%
Top 10 Holdings %
Top 10 Hldgs %
98.69%
Holding
62
New
9
Increased
1
Reduced
7
Closed
2
Top Buys
| 1 |
Snap
SNAP
|
+$1.78M |
| 2 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$34K |
| 3 |
ProShares UltraPro Short Dow 30
SDOW
|
+$24K |
| 4 |
Valero Energy
VLO
|
+$22K |
| 5 |
Starbucks
SBUX
|
+$19.7K |
Top Sells
| 1 |
Zoom
ZM
|
+$32.9M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.08M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$2.3M |
| 4 |
Meta Platforms (Facebook)
META
|
+$1.77M |
| 5 |
Eventbrite
EB
|
+$1.51M |
Sector Composition
| 1 | Technology | 51.97% |
| 2 | Communication Services | 29.83% |
| 3 | Consumer Discretionary | 0.99% |
| 4 | Healthcare | 0.86% |
| 5 | Real Estate | 0.07% |
