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
$602M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$10.7M
3
+$9.5M
4
MSFT icon
Microsoft
MSFT
+$7.05M
5
TSLA icon
Tesla
TSLA
+$2.4M

Top Sells

1
+$18M
2
+$3.56M
3
+$2.93M
4
MCD icon
McDonald's
MCD
+$1.87M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.64M

Sector Composition

1 Technology 47.84%
2 Communication Services 18.67%
3 Consumer Discretionary 11.11%
4 Healthcare 5.17%
5 Financials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$782K 0.13%
2,012
52
$778K 0.13%
12,650
53
$740K 0.12%
5,000
54
$735K 0.12%
18,000
55
$652K 0.11%
1,260
-72
56
$626K 0.1%
+2,847
57
$625K 0.1%
1,280
-3,354
58
$621K 0.1%
4,588
59
$585K 0.1%
2,115
-2,167
60
$573K 0.1%
5,880
-140
61
$565K 0.09%
+3,482
62
$557K 0.09%
2,396
63
$557K 0.09%
2,026
64
$532K 0.09%
+5,188
65
$522K 0.09%
12,498
-2,892
66
$521K 0.09%
7,072
-7,807
67
$520K 0.09%
2,049
68
$519K 0.09%
+5,000
69
$500K 0.08%
1,414
-40
70
$499K 0.08%
1,637
-6,155
71
$493K 0.08%
14,291
72
$484K 0.08%
9,093
-4,666
73
$461K 0.08%
650
-75
74
$448K 0.07%
3,701
75
$448K 0.07%
16,822
+69
1 2
3
4 5