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
$536M
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$76.6M
2
+$10.4M
3
+$10.4M
4
MSFT icon
Microsoft
MSFT
+$10.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.07M

Top Sells

1
+$5.14M
2
+$3.38M
3
+$935K
4
PM icon
Philip Morris
PM
+$507K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$422K

Sector Composition

1 Technology 44.64%
2 Communication Services 18.97%
3 Consumer Discretionary 11.51%
4 Financials 5.33%
5 Healthcare 4.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.5K ﹤0.01%
+400
177
$16.3K ﹤0.01%
+200
178
$14.5K ﹤0.01%
+200
179
$13.4K ﹤0.01%
1,184
180
$12.5K ﹤0.01%
183
181
$9.62K ﹤0.01%
+181
182
$9.05K ﹤0.01%
10
183
$7.2K ﹤0.01%
100
184
$6.69K ﹤0.01%
15
185
$5.12K ﹤0.01%
+500
186
$3.81K ﹤0.01%
25
187
$3.24K ﹤0.01%
+200
188
$3.08K ﹤0.01%
+200
189
$2.92K ﹤0.01%
28
-1
190
$2.92K ﹤0.01%
100
191
$2.19K ﹤0.01%
34
192
$2.17K ﹤0.01%
107
193
$1.87K ﹤0.01%
8
194
$1.37K ﹤0.01%
50
-90
195
$1.3K ﹤0.01%
50
196
$1.28K ﹤0.01%
33
197
$439 ﹤0.01%
+2
198
$61 ﹤0.01%
+4
199
$43 ﹤0.01%
6
200
– –
-158
6 7
8
9 10