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
$234M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$6.03M
3
+$3.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.65M
5
PG icon
Procter & Gamble
PG
+$1.44M

Top Sells

1
+$5.43M
2
+$2.21M
3
+$1.62M
4
LLY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$5.82K ﹤0.01%
163
152
$4.89K ﹤0.01%
140
153
$4.67K ﹤0.01%
300
154
$4.58K ﹤0.01%
23
155
$3.88K ﹤0.01%
25
156
$2.63K ﹤0.01%
34
157
$2.56K ﹤0.01%
100
158
$2.04K ﹤0.01%
107
159
$1.68K ﹤0.01%
33
160
$1.39K ﹤0.01%
35
161
$1.2K ﹤0.01%
50
162
$194 ﹤0.01%
1
-700
163
$184 ﹤0.01%
3
-235
164
$161 ﹤0.01%
2
-192
165
$41 ﹤0.01%
1
166
– –
-55
167
$22 ﹤0.01%
6
168
– –
-1,000
169
– –
-2,000
170
– –
-1,400
171
– –
-1,006
172
– –
-31
173
– –
-23
174
– –
-1
175
– –
-172
4 5 6
7
8