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
$602M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$10.7M
3
+$9.5M
4
MSFT icon
Microsoft
MSFT
+$7.05M
5
TSLA icon
Tesla
TSLA
+$2.4M

Top Sells

1
+$18M
2
+$3.56M
3
+$2.93M
4
MCD icon
McDonald's
MCD
+$1.87M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.64M

Sector Composition

1 Technology 47.84%
2 Communication Services 18.67%
3 Consumer Discretionary 11.11%
4 Healthcare 5.17%
5 Financials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$18.2K ﹤0.01%
200
152
$18K ﹤0.01%
400
153
$15.3K ﹤0.01%
1,184
154
$15K ﹤0.01%
200
155
$14.8K ﹤0.01%
183
156
$10.6K ﹤0.01%
100
157
$7.76K ﹤0.01%
500
158
$4.17K ﹤0.01%
25
159
$3.21K ﹤0.01%
200
160
$3.07K ﹤0.01%
100
161
$2.55K ﹤0.01%
200
162
$2.35K ﹤0.01%
107
163
$1.59K ﹤0.01%
50
164
$1.55K ﹤0.01%
10
-181
165
$1.48K ﹤0.01%
50
166
$1.44K ﹤0.01%
33
167
$516 ﹤0.01%
2
168
$34 ﹤0.01%
6
169
– –
-10,000
170
– –
-260,000
171
– –
-181
172
– –
-8,000
173
– –
-2,177
174
– –
-2,827
175
– –
-8
5 6
7
8 9