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
$602M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$10.7M
3
+$9.5M
4
MSFT icon
Microsoft
MSFT
+$7.05M
5
TSLA icon
Tesla
TSLA
+$2.4M

Top Sells

1
+$18M
2
+$3.56M
3
+$2.93M
4
MCD icon
McDonald's
MCD
+$1.87M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.64M

Sector Composition

1 Technology 47.84%
2 Communication Services 18.67%
3 Consumer Discretionary 11.11%
4 Healthcare 5.17%
5 Financials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$280K 0.05%
1,042
102
$270K 0.04%
9,343
-41,354
103
$268K 0.04%
4,118
104
$260K 0.04%
1,863
105
$259K 0.04%
1,127
106
$254K 0.04%
4,000
107
$252K 0.04%
7,592
108
$251K 0.04%
4,192
109
$247K 0.04%
4,020
-51
110
$243K 0.04%
6,592
111
$241K 0.04%
1,654
112
$226K 0.04%
1,000
113
$219K 0.04%
7,640
114
$213K 0.04%
1,877
-7,316
115
$209K 0.03%
2,385
+1,955
116
$201K 0.03%
344
117
$191K 0.03%
1,072
118
$185K 0.03%
3,918
119
$183K 0.03%
1,349
120
$174K 0.03%
1,024
-1,000
121
$173K 0.03%
5,845
122
$165K 0.03%
784
123
$161K 0.03%
+1,169
124
$156K 0.03%
300
125
$150K 0.02%
1,664
-2,000
3 4
5
6 7