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
$1.67B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$133M
3
+$24.8M
4
TSLA icon
Tesla
TSLA
+$15M
5
META icon
Meta Platforms (Facebook)
META
+$7.68M

Top Sells

1
+$321M
2
+$124M
3
+$114M
4
AMD icon
Advanced Micro Devices
AMD
+$26.7M
5
AAPL icon
Apple
AAPL
+$15.6M

Sector Composition

1 Technology 41.25%
2 Consumer Discretionary 12.6%
3 Communication Services 7.51%
4 Industrials 0.32%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
0
277
– –
-590
278
– –
0
279
– –
-11,807
280
– –
0
281
– –
0
282
– –
-2,860
283
– –
-4,362
284
– –
-14,193
285
– –
0
286
– –
0
287
– –
-9,230
288
– –
-20,896
289
– –
0
290
– –
0
291
– –
0
292
– –
0
293
– –
-2,095
294
– –
0
295
– –
0
296
– –
-11,952
297
– –
0
298
– –
-13,029
299
– –
0
300
– –
0
10 11
12
13 14