BC
Belmont Capital Portfolio holdings
AUM $657M
1-Year Return
33.14%
This Quarter Return
+6.63%
1 Year Return
+33.14%
3 Year Return
+181.86%
5 Year Return
+243.64%
10 Year Return
–
AUM
$128M
AUM Growth
+$4.49M
(+3.6%)
Cap. Flow
-$2.88M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
95.35%
Holding
82
New
5
Increased
12
Reduced
5
Closed
7
Top Buys
| 1 |
Compass
COMP
|
+$2.55M |
| 2 |
VanEck Gold Miners ETF
GDX
|
+$11.1K |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$10K |
| 4 |
Microsoft
MSFT
|
+$7.67K |
| 5 |
Amazon
AMZN
|
+$6.67K |
Top Sells
| 1 |
SoFi Technologies
SOFI
|
+$2.37M |
| 2 |
Apple
AAPL
|
+$2.29M |
| 3 |
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
|
+$282K |
| 4 |
Atlassian
TEAM
|
+$196K |
| 5 |
Adobe
ADBE
|
+$173K |
Sector Composition
| 1 | Communication Services | 40.46% |
| 2 | Technology | 27.26% |
| 3 | Healthcare | 4.57% |
| 4 | Financials | 3.03% |
| 5 | Real Estate | 2.07% |
