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
$121M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$5.14M
2 +$4.04M
3 +$1.55M
4
AFRM icon
Affirm
AFRM
+$1.13M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.04M

Top Sells

1 +$4.15M
2 +$3.02M
3 +$725K
4
COMP icon
Compass
COMP
+$326K
5
SH icon
ProShares Short S&P500
SH
+$138K

Sector Composition

1 Technology 34.06%
2 Communication Services 25.01%
3 Consumer Discretionary 10.53%
4 Financials 6.8%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$39.7K 0.03%
1,226
52
$37.2K 0.03%
287
+190
53
$36.8K 0.03%
201
54
$30.9K 0.03%
878
55
$29.5K 0.02%
12
56
$23.6K 0.02%
747
57
$23.5K 0.02%
750
58
$23.4K 0.02%
844
59
$22.8K 0.02%
504
+225
60
$22.8K 0.02%
57
61
$22.7K 0.02%
48
-19
62
$21.6K 0.02%
977
63
$20.8K 0.02%
200
64
$20.7K 0.02%
554
65
$19.2K 0.02%
232
+116
66
$18.9K 0.02%
52
+25
67
$18.7K 0.02%
330
68
$18.5K 0.02%
66
69
$18.1K 0.02%
22
70
$17.9K 0.01%
52
71
$17.8K 0.01%
292
72
$17.4K 0.01%
562
73
$17K 0.01%
535
-25
74
$16.7K 0.01%
735
75
$16K 0.01%
70