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
$185M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$2.29M
3
+$2.28M
4
MCD icon
McDonald's
MCD
+$1.81M
5
LLY icon
Eli Lilly
LLY
+$1.43M

Top Sells

1
+$4.62M
2
+$2.11M
3
+$1.51M
4
BVN icon
Compañía de Minas Buenaventura
BVN
+$1.47M
5
DIS icon
Walt Disney
DIS
+$1.4M

Sector Composition

1 Technology 35.77%
2 Communication Services 23.26%
3 Consumer Discretionary 10.96%
4 Financials 5.43%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$152K 0.08%
1,241
+1
77
$149K 0.08%
4,071
+3,536
78
$147K 0.08%
1,214
+1,149
79
$141K 0.08%
344
+312
80
$139K 0.08%
+1,414
81
$139K 0.08%
1,400
82
$134K 0.07%
359
+327
83
$129K 0.07%
1,380
84
$123K 0.07%
1,030
+937
85
$123K 0.07%
+784
86
$122K 0.07%
1,102
87
$121K 0.07%
+1,006
88
$118K 0.06%
+3,555
89
$109K 0.06%
701
+534
90
$107K 0.06%
2,827
91
$99.6K 0.05%
668
+500
92
$97.9K 0.05%
+173
93
$93.9K 0.05%
2,282
94
$91.3K 0.05%
1,306
95
$90.8K 0.05%
+2,000
96
$90.4K 0.05%
10,000
97
$70.8K 0.04%
5,701
98
$70.8K 0.04%
266
99
$63K 0.03%
1,000
100
$59.8K 0.03%
+2,980
2 3
4
5 6