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
$750M
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$335M
2
+$83.1M
3
+$76M
4
TSLA icon
Tesla
TSLA
+$75.5M
5
AAPL icon
Apple
AAPL
+$41.8M

Top Sells

1
+$137M
2
+$18.4M
3
+$7.16M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.06M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.71M

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 10.18%
3 Communication Services 7.23%
4 Healthcare 0.53%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
0
252
– –
-4,449
253
– –
-1,581
254
– –
-7,449
255
– –
-294
256
– –
0
257
– –
-17,168
258
– –
-14,463
259
– –
-21,314
260
– –
-7,926
261
– –
-1,722
262
– –
-140
263
– –
0
264
– –
0
265
– –
0
266
– –
-4,193
267
– –
-12,038
268
– –
-14,726
269
– –
-7,899
270
– –
-9,804
271
– –
-8,499
272
– –
-99
273
– –
0
274
– –
0
275
– –
0
9 10
11
12 13