BC
Belmont Capital Portfolio holdings
AUM $657M
1-Year Return
33.14%
This Quarter Return
+28.99%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$121M
AUM Growth
+$27.3M
(+29%)
Cap. Flow
+$5.21M
Cap. Flow
% of AUM
4.31%
Top 10 Holdings %
Top 10 Hldgs %
86.48%
Holding
142
New
11
Increased
8
Reduced
7
Closed
12
Top Buys
| 1 |
Microsoft
MSFT
|
+$5.14M |
| 2 |
Bank of America
BAC
|
+$4.04M |
| 3 |
Airbnb
ABNB
|
+$1.56M |
| 4 |
Affirm
AFRM
|
+$1.13M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
+$1.04M |
Top Sells
| 1 |
Apple
AAPL
|
+$4.15M |
| 2 |
Doximity
DOCS
|
+$3.02M |
| 3 |
Merck
MRK
|
+$725K |
| 4 |
Compass
COMP
|
+$326K |
| 5 |
ProShares Short S&P500
SH
|
+$138K |
Sector Composition
| 1 | Technology | 34.06% |
| 2 | Communication Services | 25.01% |
| 3 | Consumer Discretionary | 10.53% |
| 4 | Financials | 6.8% |
| 5 | Healthcare | 4.27% |
