BC

Belmont Capital Portfolio holdings

AUM $657M
1-Year Est. Return 33.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$657M
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1 +$14.3M
2 +$9.24M
3 +$3.75M
4
MMM icon
3M
MMM
+$1.23M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.09M

Top Sells

1 +$19.7M
2 +$6.53M
3 +$1.78M
4
NOV icon
NOV
NOV
+$1.69M
5
CRM icon
Salesforce
CRM
+$1.34M

Sector Composition

1 Technology 45.29%
2 Communication Services 20.22%
3 Consumer Discretionary 10.99%
4 Healthcare 6.09%
5 Financials 6.03%