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
$602M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$10.7M
3
+$9.5M
4
MSFT icon
Microsoft
MSFT
+$7.05M
5
TSLA icon
Tesla
TSLA
+$2.4M

Top Sells

1
+$18M
2
+$3.56M
3
+$2.93M
4
MCD icon
McDonald's
MCD
+$1.87M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.64M

Sector Composition

1 Technology 47.84%
2 Communication Services 18.67%
3 Consumer Discretionary 11.11%
4 Healthcare 5.17%
5 Financials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$444K 0.07%
1,803
77
$434K 0.07%
2,818
+76
78
$422K 0.07%
2,884
79
$421K 0.07%
3,555
80
$409K 0.07%
700
81
$402K 0.07%
5,924
82
$388K 0.06%
1,479
83
$387K 0.06%
15,116
-644
84
$384K 0.06%
3,998
85
$384K 0.06%
6,790
86
$380K 0.06%
3,333
-3,407
87
$379K 0.06%
7,260
88
$373K 0.06%
2,193
-5,770
89
$367K 0.06%
1,139
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90
$352K 0.06%
3,058
91
$346K 0.06%
700
-103
92
$344K 0.06%
1,666
-1,882
93
$322K 0.05%
2,697
94
$321K 0.05%
1,981
-7,679
95
$320K 0.05%
1,448
96
$312K 0.05%
4,000
97
$297K 0.05%
3,600
98
$288K 0.05%
500
99
$281K 0.05%
1,037
100
$280K 0.05%
1,000
2 3
4
5 6