BC

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
$178M
AUM Growth
+$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$6.35M
2 +$4.04M
3 +$2.69M
4
V icon
Visa
V
+$2.29M
5
MSFT icon
Microsoft
MSFT
+$2.19M

Top Sells

1 +$817K
2 +$178K
3 +$62.2K
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$25K
5
AZO icon
AutoZone
AZO
+$7.65K

Sector Composition

1 Technology 34.58%
2 Communication Services 26.25%
3 Consumer Discretionary 9.89%
4 Financials 8.94%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$21 ﹤0.01%
6