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
$93.5M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$1.07M
3
+$710K
4
AAPL icon
Apple
AAPL
+$273K
5
NFLX icon
Netflix
NFLX
+$192K

Top Sells

1
+$30.7K
2
+$16.8K
3
+$16.1K
4
MTG icon
MGIC Investment
MTG
+$15K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$15K

Sector Composition

1 Technology 33.77%
2 Communication Services 18.45%
3 Healthcare 11.06%
4 Consumer Discretionary 10.34%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$326K 0.35%
140,000
27
$320K 0.34%
1,813
28
$193K 0.21%
2,681
+200
29
$192K 0.21%
+650
30
$155K 0.17%
+2,000
31
$139K 0.15%
727
32
$138K 0.15%
2,149
-250
33
$133K 0.14%
+2,000
34
$119K 0.13%
1,380
35
$110K 0.12%
+1,000
36
$105K 0.11%
1,000
37
$103K 0.11%
+2,282
38
$98K 0.1%
10,000
39
$88K 0.09%
1,306
40
$80K 0.09%
379
41
$65K 0.07%
205
42
$64K 0.07%
+1,920
43
$61K 0.07%
692
-88
44
$57K 0.06%
266
45
$57K 0.06%
540
46
$50K 0.05%
997
47
$45K 0.05%
1,000
48
$43K 0.05%
3,701
+3,500
49
$42K 0.04%
275
-110
50
$39K 0.04%
800
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