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
$80.2M
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$487K
3
+$25K
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$20.9K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$16.3K

Top Sells

1
+$126M
2
+$10.5M
3
+$1.44M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.03M
5
NVDA icon
NVIDIA
NVDA
+$188K

Sector Composition

1 Communication Services 55.83%
2 Technology 11.13%
3 Consumer Discretionary 2.07%
4 Healthcare 0.86%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$41K 0.05%
838
+334
27
$40K 0.05%
130
28
$38K 0.05%
150
29
$38K 0.05%
2,255
30
$37K 0.05%
275
31
$33K 0.04%
1,449
+65
32
$26K 0.03%
334
33
$25K 0.03%
+224
34
$23K 0.03%
100
35
$23K 0.03%
758
+188
36
$23K 0.03%
1,592
+63
37
$21K 0.03%
200
38
$21K 0.03%
200
39
$18K 0.02%
747
40
$18K 0.02%
292
41
$17K 0.02%
361
42
$16K 0.02%
70
43
$16K 0.02%
100
44
$15K 0.02%
277
45
$13K 0.02%
160
46
$12K 0.02%
628
-55
47
$12K 0.02%
67
+20
48
$12K 0.02%
130
49
$8K 0.01%
355
50
$6K 0.01%
253
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