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
$602M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$10.7M
3
+$9.5M
4
MSFT icon
Microsoft
MSFT
+$7.05M
5
TSLA icon
Tesla
TSLA
+$2.4M

Top Sells

1
+$18M
2
+$3.56M
3
+$2.93M
4
MCD icon
McDonald's
MCD
+$1.87M
5
QQQ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-6,948
202
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-7,940
203
– –
-2,066
204
– –
-15
205
– –
-3,689
206
– –
-43,318
207
– –
-22,500
208
– –
-1,306
209
– –
-778
210
– –
-4
211
– –
-34
5 6 7 8
9