BC
Belmont Capital Portfolio holdings
AUM $657M
1-Year Return
33.14%
This Quarter Return
+64.35%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$262M
AUM Growth
+$86.3M
(+49%)
Cap. Flow
-$9.23M
Cap. Flow
% of AUM
-3.52%
Top 10 Holdings %
Top 10 Hldgs %
98.92%
Holding
64
New
4
Increased
5
Reduced
4
Closed
7
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$259K |
| 2 |
Vanguard Total World Stock ETF
VT
|
+$62.6K |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$44K |
| 4 |
iShares Global Clean Energy ETF
ICLN
|
+$39K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$14.6K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$6.73M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.01M |
| 3 |
Apple
AAPL
|
+$784K |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$29K |
| 5 |
iShares Silver Trust
SLV
|
+$23K |
Sector Composition
| 1 | Technology | 72.83% |
| 2 | Communication Services | 17.67% |
| 3 | Consumer Discretionary | 0.83% |
| 4 | Healthcare | 0.41% |
| 5 | Consumer Staples | 0.03% |
