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
$262M
AUM Growth
+$86.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$259K
2
+$62.6K
3
+$44K
4
ICLN icon
iShares Global Clean Energy ETF
ICLN
+$39K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.6K

Top Sells

1
+$6.73M
2
+$2.01M
3
+$784K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$29K
5
SLV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39K 0.01%
+2,091
27
$38K 0.01%
150
28
$38K 0.01%
275
29
$36K 0.01%
201
-120
30
$36K 0.01%
130
31
$32K 0.01%
150
32
$29K 0.01%
100
33
$21K 0.01%
75
34
$21K 0.01%
500
35
$15K 0.01%
747
36
$15K 0.01%
200
37
$15K 0.01%
200
38
$15K 0.01%
100
39
$13K 0.01%
361
40
$11K ﹤0.01%
+733
41
$11K ﹤0.01%
+707
42
$10K ﹤0.01%
70
43
$10K ﹤0.01%
250
44
$9K ﹤0.01%
600
45
$7K ﹤0.01%
190
46
$5K ﹤0.01%
50
47
$5K ﹤0.01%
50
48
$2K ﹤0.01%
50
49
$2K ﹤0.01%
25
50
$2K ﹤0.01%
26
1
2
3