BC
Belmont Capital Portfolio holdings
AUM
$657M
1-Year Return
33.14%
This Quarter Return
+6.14%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$602M
AUM Growth
+$66M
(+12%)
Cap. Flow
+$35.1M
Cap. Flow
% of AUM
5.82%
Top 10 Holdings %
Top 10 Hldgs %
77.63%
Holding
211
New
12
Increased
23
Reduced
37
Closed
43
Top Buys
| 1 |
NVIDIA
NVDA
|
$39.9M |
| 2 |
Coherent
COHR
|
$10.7M |
| 3 |
Cencora
COR
|
$9.5M |
| 4 |
Microsoft
MSFT
|
$7.05M |
| 5 |
Tesla
TSLA
|
$2.4M |
Top Sells
| 1 |
Apple
AAPL
|
$18M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$3.56M |
| 3 |
Walmart
WMT
|
$2.93M |
| 4 |
McDonald's
MCD
|
$1.87M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.64M |
Sector Composition
| 1 | Technology | 47.84% |
| 2 | Communication Services | 18.67% |
| 3 | Consumer Discretionary | 11.11% |
| 4 | Healthcare | 5.17% |
| 5 | Financials | 4.74% |
