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
$93.5M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$1.07M
3
+$710K
4
AAPL icon
Apple
AAPL
+$273K
5
NFLX icon
Netflix
NFLX
+$192K

Top Sells

1
+$30.7K
2
+$16.8K
3
+$16.1K
4
MTG icon
MGIC Investment
MTG
+$15K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$15K

Sector Composition

1 Technology 33.77%
2 Communication Services 18.45%
3 Healthcare 11.06%
4 Consumer Discretionary 10.34%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$16K 0.02%
22
77
$16K 0.02%
292
78
$15K 0.02%
361
79
$15K 0.02%
74
80
$14K 0.02%
182
+20
81
$14K 0.02%
419
82
$13K 0.01%
47
83
$13K 0.01%
103
84
$13K 0.01%
141
85
$13K 0.01%
156
86
$13K 0.01%
312
87
$13K 0.01%
183
+48
88
$13K 0.01%
97
89
$12K 0.01%
279
90
$12K 0.01%
1,184
91
$12K 0.01%
180
92
$11K 0.01%
665
93
$11K 0.01%
496
+101
94
$11K 0.01%
54
95
$11K 0.01%
130
-130
96
$10K 0.01%
29
97
$10K 0.01%
32
98
$10K 0.01%
49
99
$10K 0.01%
57
100
$10K 0.01%
116
2 3
4
5 6