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
$615M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$30.1M
2
+$7.79M
3
+$1.26M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.21M
5
AMAT icon
Applied Materials
AMAT
+$651K

Top Sells

1
+$14M
2
+$8.94M
3
+$6.28M
4
COHR icon
Coherent
COHR
+$3.79M
5
AMZN icon
Amazon
AMZN
+$2.92M

Sector Composition

1 Technology 52.63%
2 Communication Services 16.95%
3 Consumer Discretionary 11.56%
4 Financials 4.67%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.27%
5,000
-1,570
27
$1.66M 0.27%
7,500
28
$1.66M 0.27%
15,000
29
$1.57M 0.26%
1,485
30
$1.41M 0.23%
7,000
31
$1.31M 0.21%
10,000
32
$1.26M 0.21%
+2,000
33
$1.22M 0.2%
6,381
-8,800
34
$1.2M 0.19%
6,741
35
$1.1M 0.18%
18,000
36
$1.04M 0.17%
2,285
-2,100
37
$893K 0.15%
5,000
38
$883K 0.14%
7,000
39
$869K 0.14%
9,412
-3,000
40
$807K 0.13%
5,571
-8,006
41
$782K 0.13%
15,033
42
$679K 0.11%
40,000
43
$670K 0.11%
2,847
44
$654K 0.11%
1,280
45
$651K 0.11%
+4,000
46
$639K 0.1%
4,852
+264
47
$619K 0.1%
2,115
48
$575K 0.09%
3,337
-145
49
$537K 0.09%
5,880
50
$528K 0.09%
5,325
+4,289
1
2
3 4 5