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
351
$236K 0.03%
+7,640
352
$236K 0.03%
+1,840
353
$233K 0.03%
+9,280
354
$233K 0.03%
+465,600
355
$233K 0.03%
+6,120
356
$233K 0.03%
+4,680
357
$233K 0.03%
+6,200
358
$233K 0.03%
+3,800
359
$232K 0.03%
+4,571
360
$230K 0.03%
+2,280
361
$229K 0.03%
+3,067
362
$229K 0.03%
+5,680
363
$229K 0.03%
+2,240
364
$229K 0.03%
+58
365
$227K 0.03%
+9,680
366
$227K 0.03%
+17,443
367
$227K 0.03%
+2,040
368
$226K 0.03%
+4,365
369
$222K 0.03%
+4,440
370
$221K 0.03%
+5,000
371
$220K 0.03%
+2,720
372
$219K 0.03%
+1,681
373
$219K 0.03%
+7,200
374
$218K 0.03%
+1,400
375
$217K 0.03%
+3,240
13 14
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