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
$220M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$75K
2
+$58.3K
3
+$49.3K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$47K
5
INDA icon
iShares MSCI India ETF
INDA
+$42K

Top Sells

1
+$2M
2
+$318K
3
+$249K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$93K
5
MRK icon
Merck
MRK
+$90K

Sector Composition

1 Technology 63.46%
2 Communication Services 23.68%
3 Consumer Discretionary 1.41%
4 Healthcare 0.44%
5 Consumer Staples 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$47K 0.02%
1,750
27
$42K 0.02%
+1,056
28
$38K 0.02%
275
29
$36K 0.02%
+2,255
30
$35K 0.02%
150
31
$35K 0.02%
130
32
$34K 0.02%
150
33
$34K 0.02%
+1,384
34
$26K 0.01%
+878
35
$25K 0.01%
+1,529
36
$24K 0.01%
504
-560
37
$24K 0.01%
+334
38
$23K 0.01%
100
39
$18K 0.01%
75
40
$18K 0.01%
200
41
$18K 0.01%
200
42
$18K 0.01%
570
-1,122
43
$18K 0.01%
+292
44
$16K 0.01%
747
45
$16K 0.01%
100
46
$15K 0.01%
361
47
$15K 0.01%
+277
48
$13K 0.01%
70
49
$13K 0.01%
+160
50
$12K 0.01%
+683
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