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
$121M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$5.14M
2 +$4.04M
3 +$1.55M
4
AFRM icon
Affirm
AFRM
+$1.13M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.04M

Top Sells

1 +$4.15M
2 +$3.02M
3 +$725K
4
COMP icon
Compass
COMP
+$326K
5
SH icon
ProShares Short S&P500
SH
+$138K

Sector Composition

1 Technology 34.06%
2 Communication Services 25.01%
3 Consumer Discretionary 10.53%
4 Financials 6.8%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$15.9K 0.01%
361
77
$15.6K 0.01%
419
78
$15.5K 0.01%
64
79
$15.1K 0.01%
32
80
$14.9K 0.01%
74
81
$14.7K 0.01%
+198
82
$14.7K 0.01%
+1,095
83
$13.9K 0.01%
156
84
$13.2K 0.01%
1,184
85
$13K 0.01%
141
86
$12.7K 0.01%
312
87
$12.4K 0.01%
183
88
$12.2K 0.01%
180
89
$12.2K 0.01%
54
90
$11.8K 0.01%
103
91
$11.8K 0.01%
134
-48
92
$11.6K 0.01%
175
93
$11.6K 0.01%
55
94
$11.4K 0.01%
32
95
$11.2K 0.01%
29
96
$11.1K 0.01%
57
97
$10.9K 0.01%
175
-188
98
$10.8K 0.01%
130
99
$10.6K 0.01%
+50
100
$10.2K 0.01%
100