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
$93.5M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$1.07M
3
+$710K
4
AAPL icon
Apple
AAPL
+$273K
5
NFLX icon
Netflix
NFLX
+$192K

Top Sells

1
+$30.7K
2
+$16.8K
3
+$16.1K
4
MTG icon
MGIC Investment
MTG
+$15K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$15K

Sector Composition

1 Technology 33.77%
2 Communication Services 18.45%
3 Healthcare 11.06%
4 Consumer Discretionary 10.34%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$36K 0.04%
67
52
$35K 0.04%
1,226
53
$34K 0.04%
201
54
$34K 0.04%
996
55
$32K 0.03%
878
56
$30K 0.03%
12
57
$27K 0.03%
+176
58
$25K 0.03%
747
59
$23K 0.02%
844
60
$23K 0.02%
363
61
$23K 0.02%
750
-1,000
62
$23K 0.02%
554
63
$22K 0.02%
977
64
$21K 0.02%
57
+16
65
$19K 0.02%
52
66
$19K 0.02%
330
+60
67
$18K 0.02%
200
68
$18K 0.02%
560
69
$18K 0.02%
562
+346
70
$18K 0.02%
+150
71
$17K 0.02%
70
72
$17K 0.02%
735
73
$17K 0.02%
66
74
$17K 0.02%
64
75
$16K 0.02%
32
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