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
$84.8M
AUM Growth
+$2.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$1.77M
3
+$1.36M
4
PFE icon
Pfizer
PFE
+$696K
5
TXN icon
Texas Instruments
TXN
+$562K

Top Sells

1
+$2.57M
2
+$325K
3
+$272K
4
BND icon
Vanguard Total Bond Market
BND
+$175K
5
LRCX icon
Lam Research
LRCX
+$146K

Sector Composition

1 Technology 39.24%
2 Communication Services 22.69%
3 Healthcare 11.14%
4 Financials 2.68%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K 0.01%
312
77
$12K 0.01%
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70
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+419
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$11K 0.01%
1,184
82
$10K 0.01%
+254
83
$10K 0.01%
+54
84
$10K 0.01%
180
85
$9K 0.01%
+279
86
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219
88
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90
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$8K 0.01%
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$8K 0.01%
100
95
$8K 0.01%
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$7K 0.01%
+58
97
$7K 0.01%
405
98
$7K 0.01%
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$7K 0.01%
+283
100
$7K 0.01%
374
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