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
$185M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$2.29M
3
+$2.28M
4
MCD icon
McDonald's
MCD
+$1.81M
5
LLY icon
Eli Lilly
LLY
+$1.43M

Top Sells

1
+$4.62M
2
+$2.11M
3
+$1.51M
4
BVN icon
Compañía de Minas Buenaventura
BVN
+$1.47M
5
DIS icon
Walt Disney
DIS
+$1.4M

Sector Composition

1 Technology 35.77%
2 Communication Services 23.26%
3 Consumer Discretionary 10.96%
4 Financials 5.43%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$59.7K 0.03%
343
+1
102
$58.9K 0.03%
168
-2,300
103
$56.7K 0.03%
345
104
$56K 0.03%
540
105
$51.7K 0.03%
997
106
$49.6K 0.03%
1,065
-1
107
$47.5K 0.03%
360
108
$46.4K 0.03%
+835
109
$45.9K 0.02%
657
110
$42.4K 0.02%
784
111
$34.5K 0.02%
201
112
$33K 0.02%
1,226
113
$28.7K 0.02%
1,152
+1
114
$24K 0.01%
747
115
$23.9K 0.01%
750
116
$22.3K 0.01%
161
-57
117
$20.5K 0.01%
101
118
$19.9K 0.01%
977
119
$19.6K 0.01%
104
120
$19.1K 0.01%
70
121
$18.5K 0.01%
29
+1
122
$18.2K 0.01%
170
123
$17.9K 0.01%
+313
124
$16.9K 0.01%
292
125
$16.8K 0.01%
+158
3 4
5
6 7