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
$536M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1 +$76.6M
2 +$10.4M
3 +$10.4M
4
MSFT icon
Microsoft
MSFT
+$10.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.07M

Top Sells

1 +$5.14M
2 +$3.38M
3 +$935K
4
PM icon
Philip Morris
PM
+$507K
5
XLE icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$82.8K 0.02%
1,000
152
$77.3K 0.01%
1,306
153
$69.5K 0.01%
723
154
$66K 0.01%
+1,000
155
$59.4K 0.01%
1,500
156
$58.5K 0.01%
997
157
$54.2K 0.01%
2,980
158
$50.5K 0.01%
+695
159
$47.4K 0.01%
225
160
$43.2K 0.01%
201
161
$41.6K 0.01%
1,226
162
$41.1K 0.01%
+778
163
$39.2K 0.01%
430
-4,627
164
$37.2K 0.01%
1,200
+200
165
$32.4K 0.01%
200
-25
166
$31.9K 0.01%
+545
167
$28.5K 0.01%
750
168
$26.1K ﹤0.01%
191
169
$26K ﹤0.01%
977
170
$25.7K ﹤0.01%
+241
171
$23.9K ﹤0.01%
747
172
$23.3K ﹤0.01%
115
+73
173
$23.3K ﹤0.01%
70
174
$20.2K ﹤0.01%
+377
175
$17.6K ﹤0.01%
361