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
$100M
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$2.19M
2 +$261K
3 +$227K
4
NIO icon
NIO
NIO
+$211K
5
TWLO icon
Twilio
TWLO
+$132K

Top Sells

1 +$3.83M
2 +$2.54M
3 +$1.09M
4
RUN icon
Sunrun
RUN
+$741K
5
ABCL icon
AbCellera Biologics
ABCL
+$488K

Sector Composition

1 Technology 34.44%
2 Communication Services 34.09%
3 Healthcare 4.62%
4 Consumer Discretionary 2.06%
5 Real Estate 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-7
77
-21,603
78
-1,112
79
-242,350
80
$0 ﹤0.01%
+1
81
-73
82
-150