BC
Belmont Capital Portfolio holdings
AUM $657M
1-Year Return
33.14%
This Quarter Return
+56.92%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$176M
AUM Growth
+$60.8M
(+53%)
Cap. Flow
+$907K
Cap. Flow
% of AUM
0.52%
Top 10 Holdings %
Top 10 Hldgs %
98.73%
Holding
69
New
9
Increased
8
Reduced
4
Closed
9
Top Buys
| 1 |
Snap
SNAP
|
+$2.35M |
| 2 |
Apple
AAPL
|
+$2.19M |
| 3 |
Tesla
TSLA
|
+$439K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$78K |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$45K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$3.97M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$119K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$61.7K |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$42K |
| 5 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$34K |
Sector Composition
| 1 | Technology | 59.8% |
| 2 | Communication Services | 26.27% |
| 3 | Consumer Discretionary | 0.91% |
| 4 | Healthcare | 0.57% |
| 5 | Real Estate | 0.05% |
