Belvedere Trading

Belvedere Trading Portfolio holdings

AUM $1.27B
1-Year Est. Return 0.64%
This Quarter Est. Return
1 Year Est. Return
+0.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$84.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$57.3M
2
+$26.4M
3
+$5.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.3M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.27M

Top Sells

1
+$11.9M
2
+$5.41M
3
+$4.73M
4
SLV icon
iShares Silver Trust
SLV
+$3.76M
5
SOXL icon
Direxion Daily Semiconductor Bull 3X Shares
SOXL
+$2.14M

Sector Composition

1 Consumer Discretionary 57.83%
2 Healthcare 4.53%
3 Communication Services 4.21%
4 Technology 3.48%
5 Financials 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12.8K ﹤0.01%
+23
277
$12.4K ﹤0.01%
+6,200
278
$12K ﹤0.01%
+5,898
279
$11.7K ﹤0.01%
+8,826
280
$11K ﹤0.01%
+2,452
281
$10.9K ﹤0.01%
+295
282
$10.8K ﹤0.01%
+776
283
$9.63K ﹤0.01%
+268
284
$9.42K ﹤0.01%
+472
285
– –
0
286
$8.9K ﹤0.01%
+6,644
287
$8.88K ﹤0.01%
+7,717
288
$8.67K ﹤0.01%
+875
289
$8.19K ﹤0.01%
+98
290
$8.01K ﹤0.01%
+606
291
$7.85K ﹤0.01%
+3
292
$7.72K ﹤0.01%
+3,534
293
$7.56K ﹤0.01%
+469
294
$7.53K ﹤0.01%
+986
295
$7.22K ﹤0.01%
+655
296
$7.1K ﹤0.01%
+477
297
$6.67K ﹤0.01%
+128
298
$6.47K ﹤0.01%
+34
299
$6.41K ﹤0.01%
+5,300
300
$6.33K ﹤0.01%
+5,701
10 11
12
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