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
$93.5M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$1.07M
3
+$710K
4
AAPL icon
Apple
AAPL
+$273K
5
NFLX icon
Netflix
NFLX
+$192K

Top Sells

1
+$30.7K
2
+$16.8K
3
+$16.1K
4
MTG icon
MGIC Investment
MTG
+$15K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$15K

Sector Composition

1 Technology 33.77%
2 Communication Services 18.45%
3 Healthcare 11.06%
4 Consumer Discretionary 10.34%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9K 0.01%
58
102
$9K 0.01%
100
103
$9K 0.01%
+55
104
$9K 0.01%
175
105
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219
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$9K 0.01%
27
107
$8K 0.01%
48
108
$8K 0.01%
353
109
$8K 0.01%
405
110
$8K 0.01%
283
111
$7K 0.01%
+72
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$7K 0.01%
213
113
$6K 0.01%
25
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$6K 0.01%
300
115
$6K 0.01%
101
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$6K 0.01%
374
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$6K 0.01%
20
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$5K 0.01%
11
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$4K ﹤0.01%
140
120
$4K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
40
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$3K ﹤0.01%
30
125
$2K ﹤0.01%
10
2 3 4
5
6