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
$121M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$5.14M
2
+$4.04M
3
+$1.55M
4
AFRM icon
Affirm
AFRM
+$1.13M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.04M

Top Sells

1
+$4.15M
2
+$3.02M
3
+$725K
4
COMP icon
Compass
COMP
+$326K
5
SH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.97K ﹤0.01%
107
127
$1.63K ﹤0.01%
10
128
$1.48K ﹤0.01%
50
129
$1.19K ﹤0.01%
+23
130
$19 ﹤0.01%
6
131
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-140,000
132
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-11
133
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-213
134
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-90,000
135
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136
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-6,532
137
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-2,149
138
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-665
139
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-374
140
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-496
141
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-800
142
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-996
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