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
$121M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.04M
3
+$1.55M
4
AFRM icon
Affirm
AFRM
+$1.13M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.04M

Top Sells

1
+$4.15M
2
+$3.02M
3
+$725K
4
COMP icon
Compass
COMP
+$326K
5
SH icon
ProShares Short S&P500
SH
+$138K

Sector Composition

1 Technology 34.06%
2 Communication Services 25.01%
3 Consumer Discretionary 10.53%
4 Financials 6.8%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9.8K 0.01%
49
102
$9.39K 0.01%
+64
103
$9.23K 0.01%
+93
104
$8.9K 0.01%
+88
105
$8.84K 0.01%
72
106
$8.62K 0.01%
219
107
$8.31K 0.01%
101
108
$8.1K 0.01%
353
109
$8.04K 0.01%
405
110
$8.02K 0.01%
58
111
$7.74K 0.01%
283
112
$7.65K 0.01%
48
113
$7.14K 0.01%
25
-22
114
$6.3K 0.01%
20
115
$5.93K ﹤0.01%
300
116
$5.54K ﹤0.01%
25
117
$4.61K ﹤0.01%
172
118
$3.83K ﹤0.01%
140
119
$3.55K ﹤0.01%
23
120
$3.43K ﹤0.01%
25
121
$3.31K ﹤0.01%
40
122
$3.29K ﹤0.01%
30
123
$2.33K ﹤0.01%
34
124
$2.1K ﹤0.01%
33
125
$2.06K ﹤0.01%
100
2 3 4
5
6