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
$367M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$86.1M
2
+$57.4M
3
+$18.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$14.8M
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$2.82M

Top Sells

1
+$30.5M
2
+$11.7M
3
+$11.2M
4
NEX
NexTier Oilfield Solutions Inc.
NEX
+$2.54M
5
META icon
Meta Platforms (Facebook)
META
+$2.16M

Sector Composition

1 Technology 44.1%
2 Consumer Discretionary 6.67%
3 Healthcare 3.9%
4 Industrials 2.19%
5 Financials 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
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