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
$536M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$10.4M
3
+$10.4M
4
MSFT icon
Microsoft
MSFT
+$10.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.07M

Top Sells

1
+$5.14M
2
+$3.38M
3
+$935K
4
PM icon
Philip Morris
PM
+$507K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$422K

Sector Composition

1 Technology 44.64%
2 Communication Services 18.97%
3 Consumer Discretionary 11.51%
4 Financials 5.33%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.99M 0.37%
7,792
+1,043
27
$1.86M 0.35%
11,620
+7,110
28
$1.6M 0.3%
242,350
29
$1.6M 0.3%
23,312
+19,628
30
$1.52M 0.28%
60,200
31
$1.52M 0.28%
10,000
32
$1.49M 0.28%
23,448
-1
33
$1.42M 0.26%
50,697
+8,539
34
$1.41M 0.26%
9,660
35
$1.36M 0.25%
7,000
36
$1.31M 0.25%
7,963
+2,036
37
$1.23M 0.23%
5,708
38
$1.19M 0.22%
+3,094
39
$1.17M 0.22%
+1,485
40
$1.15M 0.22%
7,940
41
$1.14M 0.21%
9,193
+1,877
42
$1.1M 0.21%
+8,071
43
$1.07M 0.2%
6,260
+612
44
$1.07M 0.2%
1,254
+1,076
45
$1.04M 0.19%
10,130
+6,404
46
$1.02M 0.19%
4,282
47
$974K 0.18%
40,000
48
$974K 0.18%
14,879
+4,072
49
$968K 0.18%
2,476
50
$958K 0.18%
7,000
+6,999
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