Belvedere Trading

Belvedere Trading Portfolio holdings

AUM $540M
1-Year Est. Return 46.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$802M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$346M
2
+$53.2M
3
+$12.5M
4
TSLA icon
Tesla
TSLA
+$9.35M
5
XOM icon
Exxon Mobil
XOM
+$8.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.3%
2 Financials 7.68%
3 Healthcare 6.24%
4 Industrials 5.11%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$443K 0.06%
+3,440
227
$442K 0.06%
+6,840
228
$439K 0.05%
+34,200
229
$436K 0.05%
+6,600
230
$434K 0.05%
+5,600
231
$433K 0.05%
+3,360
232
$431K 0.05%
+3,914
233
$430K 0.05%
+15,200
234
$427K 0.05%
+12,469
235
$424K 0.05%
+11,800
236
$423K 0.05%
+7,200
237
$422K 0.05%
+4,680
238
$422K 0.05%
+5,720
239
$419K 0.05%
+6,440
240
$419K 0.05%
+11,053
241
$412K 0.05%
+1,804
242
$409K 0.05%
+11,400
243
$409K 0.05%
+8,120
244
$406K 0.05%
+17,080
245
$405K 0.05%
+9,720
246
$399K 0.05%
+15,560
247
$398K 0.05%
+6,400
248
$397K 0.05%
+14,120
249
$396K 0.05%
+29,880
250
$395K 0.05%
+4,120
8 9
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