BC
Belmont Capital Portfolio holdings
AUM $657M
1-Year Return
33.14%
This Quarter Return
+5.13%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$80.2M
AUM Growth
-$140M
(-64%)
Cap. Flow
-$137M
Cap. Flow
% of AUM
-171.11%
Top 10 Holdings %
Top 10 Hldgs %
97.45%
Holding
69
New
2
Increased
9
Reduced
7
Closed
12
Top Buys
| 1 |
Apple
AAPL
|
+$1.64M |
| 2 |
Lam Research
LRCX
|
+$487K |
| 3 |
abrdn Physical Platinum Shares ETF
PPLT
|
+$25K |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$20.9K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$16.3K |
Top Sells
| 1 |
Zoom
ZM
|
+$126M |
| 2 |
Snap
SNAP
|
+$10.5M |
| 3 |
Tesla
TSLA
|
+$1.44M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.03M |
| 5 |
NVIDIA
NVDA
|
+$188K |
Sector Composition
| 1 | Communication Services | 55.83% |
| 2 | Technology | 11.13% |
| 3 | Consumer Discretionary | 2.07% |
| 4 | Healthcare | 0.86% |
| 5 | Real Estate | 0.1% |
