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
$178M
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.62M
3
+$3.42M
4
META icon
Meta Platforms (Facebook)
META
+$2.4M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Top Sells

1
+$844K
2
+$166K
3
+$81.4K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$25.2K
5
AZO icon
AutoZone
AZO
+$7.48K

Sector Composition

1 Technology 36.49%
2 Communication Services 26.25%
3 Consumer Discretionary 9.89%
4 Financials 7.03%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13.2K 0.01%
156
127
$12.9K 0.01%
171
-4
128
$12.9K 0.01%
97
-190
129
$12.6K 0.01%
180
130
$12.5K 0.01%
312
131
$12.2K 0.01%
32
132
$12.2K 0.01%
17
-5
133
$12K 0.01%
183
134
$11.9K 0.01%
+255
135
$11.8K 0.01%
103
136
$11.1K 0.01%
1,184
137
$10.9K 0.01%
130
138
$10.8K 0.01%
46
-9
139
$10.8K 0.01%
+89
140
$10.3K 0.01%
21
-8
141
$9.69K 0.01%
52
-12
142
$9.64K 0.01%
93
143
$9.57K 0.01%
219
144
$9.55K 0.01%
101
145
$9.44K 0.01%
88
146
$9.27K 0.01%
41
-9
147
$8.97K 0.01%
+65
148
$8.34K ﹤0.01%
100
149
$7.96K ﹤0.01%
353
150
$7.65K ﹤0.01%
283
4 5
6
7 8