BC
Belmont Capital Portfolio holdings
AUM $657M
1-Year Return
33.14%
This Quarter Return
-9.31%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$220M
AUM Growth
-$42.5M
(-16%)
Cap. Flow
-$2.58M
Cap. Flow
% of AUM
-1.17%
Top 10 Holdings %
Top 10 Hldgs %
98.66%
Holding
73
New
16
Increased
2
Reduced
11
Closed
5
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
+$75K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$58.3K |
| 3 |
SPDR Gold Trust
GLD
|
+$49.3K |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$47K |
| 5 |
iShares MSCI India ETF
INDA
|
+$42K |
Top Sells
| 1 |
Snap
SNAP
|
+$2M |
| 2 |
Apple
AAPL
|
+$318K |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$249K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$93K |
| 5 |
Merck
MRK
|
+$90K |
Sector Composition
| 1 | Technology | 63.46% |
| 2 | Communication Services | 23.68% |
| 3 | Consumer Discretionary | 1.41% |
| 4 | Healthcare | 0.44% |
| 5 | Consumer Staples | 0.04% |
