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
$234M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.03M
3
+$3.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.65M
5
PG icon
Procter & Gamble
PG
+$1.44M

Top Sells

1
+$5.43M
2
+$2.21M
3
+$1.62M
4
LLY icon
Eli Lilly
LLY
+$1.57M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.04M

Sector Composition

1 Technology 35.55%
2 Communication Services 21.06%
3 Consumer Discretionary 12.31%
4 Financials 7.72%
5 Consumer Staples 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$19.4K 0.01%
136
127
$18.8K 0.01%
292
128
$18.7K 0.01%
158
129
$18.6K 0.01%
120
-548
130
$18.6K 0.01%
313
131
$17.1K 0.01%
361
132
$15.4K 0.01%
142
133
$15.2K 0.01%
735
134
$14.8K 0.01%
37
135
$13.3K 0.01%
312
136
$13K 0.01%
180
137
$12.4K 0.01%
254
138
$11.8K 0.01%
1,184
139
$11.6K ﹤0.01%
183
140
$11.5K ﹤0.01%
130
141
$10.7K ﹤0.01%
219
142
$10.6K ﹤0.01%
260
-66
143
$8.59K ﹤0.01%
353
144
$8.44K ﹤0.01%
101
145
$7.9K ﹤0.01%
65
-1,149
146
$7.75K ﹤0.01%
100
147
$7.57K ﹤0.01%
405
148
$7.11K ﹤0.01%
158
149
$5.88K ﹤0.01%
76
150
$5.83K ﹤0.01%
10
-2,688
4 5
6
7 8