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

Top Buys

1 +$12.3M
2 +$6.03M
3 +$3.06M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.65M
5
PG icon
Procter & Gamble
PG
+$1.44M

Top Sells

1 +$5.43M
2 +$2.21M
3 +$1.62M
4
LLY icon
Eli Lilly
LLY
+$1.57M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.04M

Sector Composition

1 Technology 35.55%
2 Communication Services 21.06%
3 Consumer Discretionary 12.31%
4 Financials 7.72%
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