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
$122M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$42.2M
2 +$42M
3 +$15.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$12.4M
5
AAPL icon
Apple
AAPL
+$2.74M

Top Sells

No sells this quarter

Sector Composition

1 Technology 36.8%
2 Communication Services 35.9%
3 Consumer Discretionary 1.22%
4 Healthcare 1.03%
5 Real Estate 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2K ﹤0.01%
+50
52
$1K ﹤0.01%
+33
53
0