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
$750M
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$335M
2
+$83.1M
3
+$76M
4
TSLA icon
Tesla
TSLA
+$75.5M
5
AAPL icon
Apple
AAPL
+$41.8M

Top Sells

1
+$137M
2
+$18.4M
3
+$7.16M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.06M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.71M

Sector Composition

1 Technology 20.06%
2 Consumer Discretionary 10.18%
3 Communication Services 7.23%
4 Healthcare 0.53%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
0
377
– –
0
378
– –
-8,407
379
– –
0
380
– –
0
381
– –
0
382
– –
-37,206
383
– –
0
384
– –
0
385
– –
0
386
– –
0
387
– –
-1,201
388
– –
0
389
– –
-541
390
– –
0
391
– –
-207
392
– –
0
393
– –
0
394
– –
0
395
– –
-18,749
396
– –
0
397
– –
-10,329
398
– –
0
399
– –
-9,027
400
– –
-66
14 15
16
17 18