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
$602M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$10.7M
3
+$9.5M
4
MSFT icon
Microsoft
MSFT
+$7.05M
5
TSLA icon
Tesla
TSLA
+$2.4M

Top Sells

1
+$18M
2
+$3.56M
3
+$2.93M
4
MCD icon
McDonald's
MCD
+$1.87M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.64M

Sector Composition

1 Technology 47.84%
2 Communication Services 18.67%
3 Consumer Discretionary 11.11%
4 Healthcare 5.17%
5 Financials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$149K 0.02%
1,740
127
$148K 0.02%
1,208
128
$147K 0.02%
561
129
$147K 0.02%
2,046
-21,402
130
$147K 0.02%
4,120
131
$144K 0.02%
1,205
132
$136K 0.02%
1,817
+145
133
$130K 0.02%
1,469
-132
134
$115K 0.02%
1,000
-23
135
$109K 0.02%
1,036
136
$99.9K 0.02%
266
137
$89.8K 0.01%
841
+118
138
$80.1K 0.01%
1,000
139
$64K 0.01%
1,500
140
$62.8K 0.01%
997
141
$48.9K 0.01%
201
142
$48.8K 0.01%
1,226
143
$42.6K 0.01%
1,501
+524
144
$32.8K 0.01%
200
145
$30.5K 0.01%
750
146
$28.2K ﹤0.01%
1,200
147
$27.4K ﹤0.01%
70
148
$24.1K ﹤0.01%
747
149
$22.6K ﹤0.01%
+304
150
$18.8K ﹤0.01%
361
4 5
6
7 8