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
$178M
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.62M
3
+$3.42M
4
META icon
Meta Platforms (Facebook)
META
+$2.4M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Top Sells

1
+$844K
2
+$166K
3
+$81.4K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$25.2K
5
AZO icon
AutoZone
AZO
+$7.48K

Sector Composition

1 Technology 36.49%
2 Communication Services 26.25%
3 Consumer Discretionary 9.89%
4 Financials 7.03%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$36.9K 0.02%
1,226
77
$35.8K 0.02%
201
78
$34.7K 0.02%
+400
79
$34K 0.02%
166
+92
80
$32.1K 0.02%
107
+41
81
$31.5K 0.02%
218
+146
82
$31.3K 0.02%
+1,401
83
$31.2K 0.02%
65
+17
84
$29.9K 0.02%
167
+110
85
$29K 0.02%
+157
86
$28.5K 0.02%
504
87
$27.5K 0.02%
273
+132
88
$25.5K 0.01%
801
-77
89
$25.5K 0.01%
+1,151
90
$24.8K 0.01%
322
+90
91
$24.5K 0.01%
750
92
$23.7K 0.01%
844
93
$22.8K 0.01%
747
94
$22.8K 0.01%
47
-10
95
$22.7K 0.01%
101
+52
96
$22.6K 0.01%
168
+120
97
$22.4K 0.01%
9
-3
98
$22.3K 0.01%
1,412
+317
99
$21.3K 0.01%
+101
100
$20.4K 0.01%
977
2 3
4
5 6