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
$178M
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.62M
3
+$3.42M
4
META icon
Meta Platforms (Facebook)
META
+$2.4M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Top Sells

1
+$844K
2
+$166K
3
+$81.4K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$25.2K
5
AZO icon
AutoZone
AZO
+$7.48K

Sector Composition

1 Technology 36.49%
2 Communication Services 26.25%
3 Consumer Discretionary 9.89%
4 Financials 7.03%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$152K 0.09%
2,089
+89
52
$147K 0.08%
1,000
53
$134K 0.08%
1,380
54
$131K 0.07%
1,102
+102
55
$129K 0.07%
2,827
56
$105K 0.06%
2,282
57
$96.9K 0.05%
10,000
58
$88.7K 0.05%
1,306
59
$86.3K 0.05%
5,701
+2,000
60
$81.1K 0.05%
261
+56
61
$73.2K 0.04%
266
62
$71.5K 0.04%
471
+196
63
$66.9K 0.04%
345
-34
64
$65.4K 0.04%
1,000
65
$62.6K 0.04%
239
-311
66
$58.9K 0.03%
+342
67
$58.1K 0.03%
540
68
$54.2K 0.03%
997
69
$50.2K 0.03%
+1,066
70
$48.2K 0.03%
+657
71
$44.6K 0.03%
1,046
+492
72
$44.6K 0.03%
+784
73
$43.5K 0.02%
360
+160
74
$42.3K 0.02%
+1,746
75
$37.4K 0.02%
621
+446
1 2
3
4 5