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
$178M
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$4.62M
3
+$3.42M
4
META icon
Meta Platforms (Facebook)
META
+$2.4M
5
MSFT icon
Microsoft
MSFT
+$2.38M

Top Sells

1
+$844K
2
+$166K
3
+$81.4K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$25.2K
5
AZO icon
AutoZone
AZO
+$7.48K

Sector Composition

1 Technology 36.49%
2 Communication Services 26.25%
3 Consumer Discretionary 9.89%
4 Financials 7.03%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.5K ﹤0.01%
405
152
$7.2K ﹤0.01%
+62
153
$7.1K ﹤0.01%
23
-2
154
$6.93K ﹤0.01%
+64
155
$6.71K ﹤0.01%
+158
156
$6.33K ﹤0.01%
+21
157
$6.18K ﹤0.01%
+76
158
$5.71K ﹤0.01%
+163
159
$5.52K ﹤0.01%
300
160
$5.28K ﹤0.01%
15
-5
161
$4.81K ﹤0.01%
40
-18
162
$4.54K ﹤0.01%
140
163
$4.51K ﹤0.01%
172
164
$4.08K ﹤0.01%
19
-6
165
$4.05K ﹤0.01%
23
166
$3.52K ﹤0.01%
25
167
$3.22K ﹤0.01%
30
168
$2.3K ﹤0.01%
100
169
$2.26K ﹤0.01%
34
170
$2.15K ﹤0.01%
33
171
$1.99K ﹤0.01%
107
172
$1.57K ﹤0.01%
10
173
$1.36K ﹤0.01%
50
174
$668 ﹤0.01%
23
175
$222 ﹤0.01%
+2
4 5 6
7
8