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
$185M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$7.74M
2
+$2.29M
3
+$2.28M
4
MCD icon
McDonald's
MCD
+$1.81M
5
LLY icon
Eli Lilly
LLY
+$1.43M

Top Sells

1
+$4.62M
2
+$2.11M
3
+$1.51M
4
BVN icon
Compañía de Minas Buenaventura
BVN
+$1.47M
5
DIS icon
Walt Disney
DIS
+$1.4M

Sector Composition

1 Technology 35.77%
2 Communication Services 23.26%
3 Consumer Discretionary 10.96%
4 Financials 5.43%
5 Consumer Staples 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$15.7K 0.01%
361
127
$15.4K 0.01%
238
+2
128
$15.1K 0.01%
735
129
$15K 0.01%
136
130
$14K 0.01%
37
131
$13.9K 0.01%
194
+2
132
$13.6K 0.01%
142
133
$12.5K 0.01%
97
134
$12.3K 0.01%
326
+1
135
$12.1K 0.01%
312
136
$12K 0.01%
180
137
$11.4K 0.01%
55
-46
138
$11.2K 0.01%
254
-1
139
$10.8K 0.01%
183
140
$10K 0.01%
1,184
141
$9.84K 0.01%
130
142
$9.68K 0.01%
219
143
$9.39K 0.01%
101
144
$8.92K ﹤0.01%
88
145
$8.67K ﹤0.01%
100
146
$7.59K ﹤0.01%
353
147
$7.47K ﹤0.01%
158
148
$7.43K ﹤0.01%
405
149
$6.47K ﹤0.01%
63
+1
150
$6.19K ﹤0.01%
64
4 5
6
7 8