BC
Belmont Capital Portfolio holdings
AUM $657M
1-Year Return
33.14%
This Quarter Return
+12.02%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$536M
AUM Growth
+$169M
(+46%)
Cap. Flow
+$143M
Cap. Flow
% of AUM
26.74%
Top 10 Holdings %
Top 10 Hldgs %
76.03%
Holding
237
New
49
Increased
43
Reduced
22
Closed
37
Top Buys
| 1 |
NVIDIA
NVDA
|
+$76.6M |
| 2 |
Cencora
COR
|
+$10.4M |
| 3 |
Apollo Global Management
APO
|
+$10.4M |
| 4 |
Microsoft
MSFT
|
+$10.2M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$7.07M |
Top Sells
| 1 |
Affirm
AFRM
|
+$5.14M |
| 2 |
Royal Bank of Canada
RY
|
+$3.38M |
| 3 |
NOV
NOV
|
+$935K |
| 4 |
Philip Morris
PM
|
+$507K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
+$422K |
Sector Composition
| 1 | Technology | 44.64% |
| 2 | Communication Services | 18.97% |
| 3 | Consumer Discretionary | 11.51% |
| 4 | Financials | 5.33% |
| 5 | Healthcare | 4.95% |
