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
$123M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$6.23M
3
+$2.82M
4
ZM icon
Zoom
ZM
+$471K
5
BNKU
MicroSectorsTM U.S. Big Banks Index 3X Leveraged ETNs
BNKU
+$140K

Top Sells

1
+$172K
2
+$50.3K
3
+$40.4K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$13.5K
5
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$4K

Sector Composition

1 Communication Services 42.31%
2 Technology 24.88%
3 Healthcare 5.28%
4 Financials 5.08%
5 Consumer Discretionary 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13K 0.01%
70
52
$12K 0.01%
67
53
$12K 0.01%
+50
54
$11K 0.01%
493
+100
55
$10K 0.01%
208
56
$9K 0.01%
353
+100
57
$9K 0.01%
405
58
$7K 0.01%
+583
59
$7K 0.01%
+23
60
$6K ﹤0.01%
+22
61
$5K ﹤0.01%
+100
62
$4K ﹤0.01%
25
63
$4K ﹤0.01%
+85
64
$3K ﹤0.01%
+20
65
$3K ﹤0.01%
+35
66
$3K ﹤0.01%
33
67
$3K ﹤0.01%
100
68
$2K ﹤0.01%
50
69
$2K ﹤0.01%
50
70
$2K ﹤0.01%
107
71
$2K ﹤0.01%
+6
72
$2K ﹤0.01%
+14
73
$1K ﹤0.01%
+1
74
$1K ﹤0.01%
+10
75
$1K ﹤0.01%
+20
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