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
$367M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$20.1M
3
+$18.2M
4
MSFT icon
Microsoft
MSFT
+$10.8M
5
NOV icon
NOV
NOV
+$7.41M

Top Sells

1
+$2.07M
2
+$1.99M
3
+$1.13M
4
RY icon
Royal Bank of Canada
RY
+$898K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$523K

Sector Composition

1 Technology 35.07%
2 Communication Services 25.27%
3 Consumer Discretionary 15.25%
4 Financials 4.52%
5 Consumer Staples 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$53.3K 0.01%
786
+2
127
$49.6K 0.01%
+103
128
$48.5K 0.01%
+480
129
$46.3K 0.01%
+225
130
$44.2K 0.01%
+1,000
131
$41.4K 0.01%
201
132
$40.6K 0.01%
225
-11,015
133
$38.8K 0.01%
1,226
134
$36.3K 0.01%
+72
135
$33.3K 0.01%
161
136
$30.1K 0.01%
1,162
+8
137
$28.9K 0.01%
750
138
$28.2K 0.01%
481
+168
139
$25.8K 0.01%
274
+132
140
$25.6K 0.01%
70
141
$25.4K 0.01%
+191
142
$24.2K 0.01%
29
143
$23.2K 0.01%
747
144
$22.5K 0.01%
171
+1
145
$22.2K 0.01%
977
146
$20.8K 0.01%
104
147
$19.7K 0.01%
292
148
$18.8K 0.01%
+500
149
$17.9K ﹤0.01%
361
150
$17.2K ﹤0.01%
158
4 5
6
7 8