BC
Belmont Capital Portfolio holdings
AUM $657M
1-Year Return
33.14%
This Quarter Return
-2.69%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$185M
AUM Growth
+$7.04M
(+4%)
Cap. Flow
+$12.8M
Cap. Flow
% of AUM
6.92%
Top 10 Holdings %
Top 10 Hldgs %
74.53%
Holding
198
New
22
Increased
50
Reduced
16
Closed
29
Top Buys
| 1 |
Apple
AAPL
|
+$7.74M |
| 2 |
Chevron
CVX
|
+$2.29M |
| 3 |
Walmart
WMT
|
+$2.28M |
| 4 |
McDonald's
MCD
|
+$1.81M |
| 5 |
Eli Lilly
LLY
|
+$1.43M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
+$4.62M |
| 2 |
Freeport-McMoran
FCX
|
+$2.11M |
| 3 |
Micron Technology
MU
|
+$1.51M |
| 4 |
Compañía de Minas Buenaventura
BVN
|
+$1.47M |
| 5 |
Walt Disney
DIS
|
+$1.4M |
Sector Composition
| 1 | Technology | 35.77% |
| 2 | Communication Services | 23.26% |
| 3 | Consumer Discretionary | 10.96% |
| 4 | Financials | 5.43% |
| 5 | Consumer Staples | 3.99% |
