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
$115M
AUM Growth
-$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$34K
3
+$24K
4
VLO icon
Valero Energy
VLO
+$22K
5
SBUX icon
Starbucks
SBUX
+$19.7K

Top Sells

1
+$32.9M
2
+$3.08M
3
+$2.3M
4
META icon
Meta Platforms (Facebook)
META
+$1.77M
5
EB icon
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%
+100
52
$2K ﹤0.01%
50
53
$2K ﹤0.01%
25
54
$2K ﹤0.01%
107
55
$1K ﹤0.01%
50
56
$1K ﹤0.01%
33
57
$1K ﹤0.01%
100
58
$1K ﹤0.01%
40
59
– –
-75,000
60
$0 ﹤0.01%
+22
61
– –
0
62
– –
-170
1 2
3