BGA

Belmont Global Advisors Portfolio holdings

AUM $56.7M
1-Year Est. Return 1.71%
This Quarter Est. Return
1 Year Est. Return
-1.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$56.1M
AUM Growth
-$5.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$2.75M
3
+$1.11M
4
MCD icon
McDonald's
MCD
+$943K
5
ACAD icon
Acadia Pharmaceuticals
ACAD
+$839K

Top Sells

1
+$2.1M
2
+$1.99M
3
+$1.71M
4
CAB
Cabela's Inc
CAB
+$1.7M
5
DIS icon
Walt Disney
DIS
+$1.33M

Sector Composition

1 Healthcare 57.87%
2 Consumer Discretionary 11.94%
3 Consumer Staples 6.65%
4 Technology 5.92%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
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