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Belmont Capital Portfolio holdings

AUM $657M
1-Year Est. Return 33.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$6M
3
+$1.35M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.21M
5
AMAT icon
Applied Materials
AMAT
+$725K

Top Sells

1
+$13.2M
2
+$8.96M
3
+$6.34M
4
COHR icon
Coherent
COHR
+$4M
5
AMZN icon
Amazon
AMZN
+$2.73M

Sector Composition

1 Technology 52.46%
2 Communication Services 16.95%
3 Consumer Discretionary 11.56%
4 Financials 4.84%
5 Healthcare 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
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