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
$128M
AUM Growth
+$4.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$11.1K
3
+$10K
4
MSFT icon
Microsoft
MSFT
+$7.67K
5
AMZN icon
Amazon
AMZN
+$6.67K

Top Sells

1
+$2.37M
2
+$2.29M
3
+$282K
4
TEAM icon
Atlassian
TEAM
+$196K
5
ADBE icon
Adobe
ADBE
+$173K

Sector Composition

1 Communication Services 40.46%
2 Technology 27.26%
3 Healthcare 4.57%
4 Financials 3.03%
5 Real Estate 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$60K 0.05%
1,750
27
$57K 0.04%
1,117
28
$55K 0.04%
320
-133
29
$54K 0.04%
130
30
$50K 0.04%
822
31
$47K 0.04%
1,758
-335
32
$47K 0.04%
848
33
$45K 0.04%
275
34
$35K 0.03%
1,112
35
$34K 0.03%
1,074
+350
36
$30K 0.02%
100
37
$30K 0.02%
260
38
$29K 0.02%
200
39
$29K 0.02%
200
40
$21K 0.02%
747
41
$21K 0.02%
977
42
$20K 0.02%
292
43
$17K 0.01%
361
44
$17K 0.01%
312
45
$16K 0.01%
1,080
46
$15K 0.01%
693
+200
47
$15K 0.01%
45
+23
48
$14K 0.01%
70
49
$14K 0.01%
73
+6
50
$14K 0.01%
180
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