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
$602M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$10.7M
3
+$9.5M
4
MSFT icon
Microsoft
MSFT
+$7.05M
5
TSLA icon
Tesla
TSLA
+$2.4M

Top Sells

1
+$18M
2
+$3.56M
3
+$2.93M
4
MCD icon
McDonald's
MCD
+$1.87M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.64M

Sector Composition

1 Technology 47.84%
2 Communication Services 18.67%
3 Consumer Discretionary 11.11%
4 Healthcare 5.17%
5 Financials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 0.34%
4,385
+2,270
27
$2M 0.33%
11,615
-5
28
$2M 0.33%
13,577
+6
29
$1.98M 0.33%
+13,205
30
$1.9M 0.32%
242,350
31
$1.8M 0.3%
6,570
+4,403
32
$1.74M 0.29%
+16,051
33
$1.66M 0.28%
7,500
+7,385
34
$1.41M 0.23%
7,000
35
$1.39M 0.23%
3,094
36
$1.33M 0.22%
6,741
+481
37
$1.33M 0.22%
1,485
38
$1.3M 0.22%
8,071
39
$1.27M 0.21%
10,000
40
$1.18M 0.2%
+12,864
41
$1.08M 0.18%
+15,000
42
$1.06M 0.18%
2,620
43
$1.04M 0.17%
12,412
-10,900
44
$1.03M 0.17%
7,544
-2,586
45
$954K 0.16%
7,000
46
$954K 0.16%
1,076
-178
47
$928K 0.15%
40,000
48
$889K 0.15%
+7,500
49
$837K 0.14%
15,033
50
$833K 0.14%
2,514
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2
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