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
$1.16B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$154M
3
+$79.7M
4
GLD icon
SPDR Gold Trust
GLD
+$41.1M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$15.1M

Top Sells

1
+$77M
2
+$32.7M
3
+$24.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.68M

Sector Composition

1 Technology 24.99%
2 Consumer Discretionary 11.57%
3 Communication Services 4.32%
4 Healthcare 0.67%
5 Industrials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
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