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

Top Buys

1
+$62.7M
2
+$10.7M
3
+$10M
4
MSFT icon
Microsoft
MSFT
+$9.63M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.8M

Top Sells

1
+$5.45M
2
+$3.26M
3
+$922K
4
PM icon
Philip Morris
PM
+$489K
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$431K

Sector Composition

1 Technology 44.54%
2 Communication Services 18.97%
3 Consumer Discretionary 11.51%
4 Financials 5.44%
5 Healthcare 4.95%
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