BC

Belmont Capital Portfolio holdings

AUM $657M
1-Year Est. Return 33.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$2.3M
2
+$34.5K
3
+$33.8K
4
SBUX icon
Starbucks
SBUX
+$24.3K
5
SDOW icon
ProShares UltraPro Short Dow 30
SDOW
+$22.3K

Top Sells

1
+$22.2M
2
+$3.64M
3
+$2.73M
4
META icon
Meta Platforms (Facebook)
META
+$2.08M
5
EB
Eventbrite
EB
+$1.51M

Sector Composition

1 Technology 51.97%
2 Communication Services 29.83%
3 Consumer Discretionary 0.99%
4 Healthcare 0.86%
5 Real Estate 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2K ﹤0.01%
50
52
$2K ﹤0.01%
25
53
$2K ﹤0.01%
107
54
$2K ﹤0.01%
+100
55
$1K ﹤0.01%
50
56
$1K ﹤0.01%
33
57
$1K ﹤0.01%
100
58
$1K ﹤0.01%
80
59
– –
-75,000
60
$0 ﹤0.01%
+22
61
– –
0
62
– –
-340
1 2
3