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
251
$392K 0.05%
+7,185
252
$389K 0.05%
+7,000
253
$389K 0.05%
+10,960
254
$385K 0.05%
+8,120
255
$384K 0.05%
+5,040
256
$384K 0.05%
+9,721
257
$381K 0.05%
+7,120
258
$378K 0.05%
+18,560
259
$375K 0.05%
+27,840
260
$375K 0.05%
+4,800
261
$373K 0.05%
+3,800
262
$372K 0.05%
+6,049
263
$372K 0.05%
+2,960
264
$370K 0.05%
+9,480
265
$368K 0.05%
+2,680
266
$367K 0.05%
+3,440
267
$360K 0.04%
+2,720
268
$357K 0.04%
+8,160
269
$353K 0.04%
+7,200
270
$351K 0.04%
+19,440
271
$350K 0.04%
+2,240
272
$350K 0.04%
+4,698
273
$348K 0.04%
+4,640
274
$347K 0.04%
+12,285
275
$347K 0.04%
+1,360
9 10
11
12 13