BC
Belmont Capital Portfolio holdings
AUM $657M
1-Year Return
33.14%
This Quarter Return
+18.32%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$234M
AUM Growth
+$49.2M
(+27%)
Cap. Flow
+$19.6M
Cap. Flow
% of AUM
8.35%
Top 10 Holdings %
Top 10 Hldgs %
73.38%
Holding
180
New
11
Increased
31
Reduced
18
Closed
14
Top Buys
| 1 |
Home Depot
HD
|
+$12.3M |
| 2 |
Royal Bank of Canada
RY
|
+$6.03M |
| 3 |
Microsoft
MSFT
|
+$3.06M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.65M |
| 5 |
Procter & Gamble
PG
|
+$1.44M |
Top Sells
| 1 |
Amazon
AMZN
|
+$5.43M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$2.21M |
| 3 |
Affirm
AFRM
|
+$1.62M |
| 4 |
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% |
