Belvedere Trading

Belvedere Trading Portfolio holdings

AUM $1.25B
1-Year Est. Return 0.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+0.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
-$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$221M

Top Sells

1
+$229M
2
+$43.4M
3
+$11M
4
TSLA icon
Tesla
TSLA
+$8.87M
5
XOM icon
Exxon Mobil
XOM
+$8.82M

Sector Composition

1 Technology 4.65%
2 Communication Services 0.47%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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-8,920
352
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-171,200
353
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-8,480
354
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-4,670
355
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356
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357
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-9,280
358
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-2,960
359
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-38,280
360
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-4,840
361
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-88,800
362
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-22,160
363
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-4,560
364
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-6,760
365
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-2,235
366
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-22,080
367
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-20,041
368
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-6,040
369
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370
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-21,920
371
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372
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373
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-12,840
374
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-15,280
375
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-24,603
13 14
15
16 17