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
$234M
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$5.25M
3
+$2.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.53M
5
PG icon
Procter & Gamble
PG
+$1.45M

Top Sells

1
+$5.01M
2
+$2.12M
3
+$1.57M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.04M
5
V icon
Visa
V
+$1M

Sector Composition

1 Technology 31.6%
2 Communication Services 21.06%
3 Consumer Discretionary 12.31%
4 Financials 11.66%
5 Consumer Staples 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,414
177
– –
-4,357
178
– –
-1,700
179
– –
-30
180
– –
-50,270
4 5 6 7
8