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
$84.8M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$1.77M
3
+$1.36M
4
PFE icon
Pfizer
PFE
+$696K
5
TXN icon
Texas Instruments
TXN
+$562K

Top Sells

1
+$2.57M
2
+$325K
3
+$272K
4
BND icon
Vanguard Total Bond Market
BND
+$175K
5
LRCX icon
Lam Research
LRCX
+$146K

Sector Composition

1 Technology 39.24%
2 Communication Services 22.69%
3 Healthcare 11.14%
4 Financials 2.68%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$21K 0.02%
187
+127
52
$21K 0.02%
260
53
$20K 0.02%
+844
54
$20K 0.02%
+363
55
$19K 0.02%
200
56
$17K 0.02%
52
+42
57
$17K 0.02%
977
58
$16K 0.02%
735
+700
59
$16K 0.02%
+560
60
$15K 0.02%
+66
61
$15K 0.02%
+1,160
62
$15K 0.02%
+22
63
$15K 0.02%
+158
64
$14K 0.02%
+64
65
$14K 0.02%
+162
66
$14K 0.02%
+74
67
$13K 0.02%
+270
68
$13K 0.02%
361
69
$13K 0.02%
292
70
$12K 0.01%
+47
71
$12K 0.01%
+103
72
$12K 0.01%
+41
73
$12K 0.01%
+32
74
$12K 0.01%
+156
75
$12K 0.01%
395
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3
4 5