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
$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
401
– –
-8,080
402
– –
-10,200
403
– –
-6,840
404
– –
-3,240
405
– –
-20,473
406
– –
-35,160
407
– –
-4,640
408
– –
-11,375
409
– –
-4,605
410
– –
-4,700
411
– –
-15,920
13 14 15 16
17