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
$82.6M
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$1.81M
3 +$1.28M
4
COMP icon
Compass
COMP
+$1.01M
5
LRCX icon
Lam Research
LRCX
+$208K

Top Sells

1 +$2M
2 +$641K
3 +$539K
4
ABCL icon
AbCellera Biologics
ABCL
+$533K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$494K

Sector Composition

1 Technology 35.37%
2 Communication Services 27.6%
3 Healthcare 8.95%
4 Financials 1.58%
5 Consumer Discretionary 1.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-6,550