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
$128M
AUM Growth
+$4.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$11.1K
3
+$10K
4
MSFT icon
Microsoft
MSFT
+$7.67K
5
AMZN icon
Amazon
AMZN
+$6.67K

Top Sells

1
+$2.37M
2
+$2.29M
3
+$282K
4
TEAM icon
Atlassian
TEAM
+$196K
5
ADBE icon
Adobe
ADBE
+$173K

Sector Composition

1 Communication Services 40.46%
2 Technology 27.26%
3 Healthcare 4.57%
4 Financials 3.03%
5 Real Estate 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12K 0.01%
100
52
$12K 0.01%
997
+414
53
$12K 0.01%
86
+72
54
$10K 0.01%
60
+40
55
$10K 0.01%
219
+11
56
$9K 0.01%
353
57
$9K 0.01%
405
58
$9K 0.01%
17
+11
59
$8K 0.01%
23
60
$6K ﹤0.01%
150
+65
61
$5K ﹤0.01%
34
-16
62
$4K ﹤0.01%
25
63
$3K ﹤0.01%
33
64
$3K ﹤0.01%
+10
65
$3K ﹤0.01%
100
66
$3K ﹤0.01%
+301
67
$2K ﹤0.01%
50
68
$2K ﹤0.01%
35
69
$2K ﹤0.01%
107
70
$2K ﹤0.01%
30
+10
71
$1K ﹤0.01%
10
72
$1K ﹤0.01%
50
73
– –
-300
74
– –
-1
75
$0 ﹤0.01%
+1
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3
4