Belvedere Trading

Belvedere Trading Portfolio holdings

AUM $1.25B
1-Year Est. Return 0.85%
This Quarter Est. Return
1 Year Est. Return
+0.85%
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
+$322M
2
+$78.3M
3
+$73.8M
4
TSLA icon
Tesla
TSLA
+$73.6M
5
AAPL icon
Apple
AAPL
+$39.1M

Top Sells

1
+$133M
2
+$18.3M
3
+$6.89M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M

Sector Composition

1 Technology 20.07%
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
– –
-5,371
377
– –
-50,636
378
– –
0
379
– –
-17,082
380
– –
0
381
– –
0
382
– –
-9,912
383
– –
0
384
– –
0
385
– –
-14,406
386
– –
0
387
– –
-30,154
388
– –
0
389
– –
0
390
– –
-1,977
391
– –
-15,839
392
– –
-24,656
393
– –
0
394
– –
0
395
– –
0
396
– –
0
397
– –
0
398
– –
0
399
– –
0
400
– –
0
14 15
16
17 18