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
$121M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.04M
3
+$1.55M
4
AFRM icon
Affirm
AFRM
+$1.13M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.04M

Top Sells

1
+$4.15M
2
+$3.02M
3
+$725K
4
COMP icon
Compass
COMP
+$326K
5
SH icon
ProShares Short S&P500
SH
+$138K

Sector Composition

1 Technology 34.06%
2 Communication Services 25.01%
3 Consumer Discretionary 10.53%
4 Financials 6.8%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$368K 0.3%
1,926
27
$328K 0.27%
4,366
28
$281K 0.23%
1,813
29
$225K 0.19%
650
30
$198K 0.16%
2,681
31
$161K 0.13%
2,000
32
$148K 0.12%
727
33
$139K 0.12%
2,000
34
$137K 0.11%
1,000
35
$128K 0.11%
1,000
36
$127K 0.11%
1,380
37
$115K 0.09%
+2,827
38
$114K 0.09%
550
+400
39
$107K 0.09%
2,282
40
$105K 0.09%
10,000
41
$96.4K 0.08%
1,306
42
$77.4K 0.06%
379
43
$71.8K 0.06%
692
44
$65K 0.05%
266
45
$61.7K 0.05%
1,000
46
$60.5K 0.05%
205
47
$59.5K 0.05%
540
48
$53.3K 0.04%
997
49
$46.6K 0.04%
3,701
50
$40.9K 0.03%
275
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