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
276
$345K 0.04%
+4,700
277
$345K 0.04%
+3,320
278
$341K 0.04%
+1,760
279
$340K 0.04%
+7,360
280
$339K 0.04%
+3,527
281
$338K 0.04%
+3,040
282
$337K 0.04%
+5,840
283
$337K 0.04%
+5,000
284
$335K 0.04%
+13,753
285
$329K 0.04%
+7,000
286
$328K 0.04%
+4,042
287
$327K 0.04%
+4,640
288
$327K 0.04%
+31,000
289
$325K 0.04%
+7,120
290
$325K 0.04%
+12,040
291
$322K 0.04%
+4,840
292
$320K 0.04%
+6,160
293
$319K 0.04%
+4,840
294
$319K 0.04%
+4,760
295
$317K 0.04%
+4,160
296
$313K 0.04%
+4,360
297
$310K 0.04%
+6,280
298
$309K 0.04%
+11,000
299
$308K 0.04%
+7,520
300
$308K 0.04%
+5,120
10 11
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