BC
Belmont Capital Portfolio holdings
AUM $657M
1-Year Return
33.14%
This Quarter Return
-6.79%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$557M
AUM Growth
-$57.8M
(-9.4%)
Cap. Flow
+$4.21M
Cap. Flow
% of AUM
0.76%
Top 10 Holdings %
Top 10 Hldgs %
76.44%
Holding
174
New
54
Increased
33
Reduced
15
Closed
4
Top Buys
| 1 |
Apple
AAPL
|
+$33.2M |
| 2 |
Cencora
COR
|
+$5.77M |
| 3 |
Microsoft
MSFT
|
+$2.59M |
| 4 |
Procter & Gamble
PG
|
+$2.1M |
| 5 |
iShares US Aerospace & Defense ETF
ITA
|
+$2.02M |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$63.1M |
| 2 |
Bank of America
BAC
|
+$3.61M |
| 3 |
Palantir
PLTR
|
+$1.89M |
| 4 |
SoFi Technologies
SOFI
|
+$1.19M |
| 5 |
AbbVie
ABBV
|
+$843K |
Sector Composition
| 1 | Technology | 44.42% |
| 2 | Communication Services | 18.71% |
| 3 | Consumer Discretionary | 11.51% |
| 4 | Healthcare | 7.16% |
| 5 | Financials | 4.5% |
