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
$178M
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.62M
3
+$3.42M
4
META icon
Meta Platforms (Facebook)
META
+$2.4M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Top Sells

1
+$844K
2
+$166K
3
+$81.4K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$25.2K
5
AZO icon
AutoZone
AZO
+$7.48K

Sector Composition

1 Technology 36.49%
2 Communication Services 26.25%
3 Consumer Discretionary 9.89%
4 Financials 7.03%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$20.3K 0.01%
+238
102
$20.2K 0.01%
43
-9
103
$19.6K 0.01%
+28
104
$18.9K 0.01%
+200
105
$18.8K 0.01%
+104
106
$18.8K 0.01%
+192
107
$18K 0.01%
292
108
$17.9K 0.01%
+136
109
$17.7K 0.01%
535
110
$17.2K 0.01%
70
111
$16.6K 0.01%
+236
112
$16.5K 0.01%
42
-10
113
$16.5K 0.01%
562
114
$16.2K 0.01%
255
-75
115
$16.2K 0.01%
361
116
$16.2K 0.01%
419
117
$15.8K 0.01%
170
+36
118
$15.7K 0.01%
+142
119
$15.2K 0.01%
+240
120
$15.1K 0.01%
735
121
$15K 0.01%
198
122
$15K 0.01%
+37
123
$14.7K 0.01%
32
124
$14.2K 0.01%
64
125
$13.7K 0.01%
+325
3 4
5
6 7