BGA

Belmont Global Advisors Portfolio holdings

AUM $56.7M
1-Year Est. Return 2.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-2.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.7M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.35M
2
+$1.24M
3
+$1.22M
4
MLPN
Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020
MLPN
+$1.03M
5
RSPG icon
Invesco S&P 500 Equal Weight Energy ETF
RSPG
+$848K

Top Sells

1
+$3.32M
2
+$2.73M
3
+$2.51M
4
LUV icon
Southwest Airlines
LUV
+$2.29M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$2.07M

Sector Composition

1 Healthcare 41.09%
2 Technology 7.12%
3 Financials 7.09%
4 Consumer Discretionary 6.3%
5 Energy 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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