BC
Belmont Capital Portfolio holdings
AUM $657M
1-Year Return
33.14%
This Quarter Return
+22.22%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$657M
AUM Growth
+$101M
(+18%)
Cap. Flow
+$6.98M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
78.82%
Holding
173
New
3
Increased
24
Reduced
13
Closed
6
Top Buys
| 1 |
NVIDIA
NVDA
|
+$18M |
| 2 |
Apollo Global Management
APO
|
+$9.89M |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
+$4.17M |
| 4 |
3M
MMM
|
+$1.31M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$1.21M |
Top Sells
| 1 |
Apple
AAPL
|
+$20M |
| 2 |
Procter & Gamble
PG
|
+$6.38M |
| 3 |
Coherent
COHR
|
+$2.2M |
| 4 |
NOV
NOV
|
+$1.67M |
| 5 |
Salesforce
CRM
|
+$1.36M |
Sector Composition
| 1 | Technology | 45.48% |
| 2 | Communication Services | 20.22% |
| 3 | Consumer Discretionary | 10.99% |
| 4 | Healthcare | 6.09% |
| 5 | Financials | 5.84% |
