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
$93.5M
AUM Growth
+$8.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$1.07M
3
+$710K
4
AAPL icon
Apple
AAPL
+$273K
5
NFLX icon
Netflix
NFLX
+$192K

Top Sells

1
+$30.7K
2
+$16.8K
3
+$16.1K
4
MTG icon
MGIC Investment
MTG
+$15K
5
SMH icon
VanEck Semiconductor ETF
SMH
+$15K

Sector Composition

1 Technology 33.77%
2 Communication Services 18.45%
3 Healthcare 11.06%
4 Consumer Discretionary 10.34%
5 Financials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
33
127
$2K ﹤0.01%
100
128
$2K ﹤0.01%
107
129
$2K ﹤0.01%
34
130
$1K ﹤0.01%
50
131
$0 ﹤0.01%
+6
132
– –
-1,160
133
– –
-254
134
– –
-158
135
– –
-120
136
– –
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2 3 4 5
6