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
$128M
AUM Growth
+$4.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.54M
2 +$11.1K
3 +$10K
4
MSFT icon
Microsoft
MSFT
+$7.67K
5
AMZN icon
Amazon
AMZN
+$6.67K

Top Sells

1 +$2.37M
2 +$2.29M
3 +$282K
4
TEAM icon
Atlassian
TEAM
+$196K
5
ADBE icon
Adobe
ADBE
+$173K

Sector Composition

1 Communication Services 40.46%
2 Technology 27.26%
3 Healthcare 4.57%
4 Financials 3.03%
5 Real Estate 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-100
77
$0 ﹤0.01%
7
78
-18,049
79
$0 ﹤0.01%
+1
80
-500
81
-2,535
82
-1