Belvedere Trading Portfolio holdings
AUM
$1.27B
1-Year Return
0.64%
This Quarter Return
+0.26%
1 Year Return
+0.64%
3 Year Return
+2.43%
5 Year Return
+18%
10 Year Return
–
AUM
$141M
AUM Growth
-$277M
(-66%)
Cap. Flow
-$279M
Cap. Flow
% of AUM
-197.31%
Top 10 Holdings %
Top 10 Hldgs %
70.55%
Holding
476
New
131
Increased
19
Reduced
22
Closed
108
Top Buys
| 1 |
SPDR Gold Trust
GLD
|
$26.8M |
| 2 |
iShares Silver Trust
SLV
|
$19.6M |
| 3 |
Tesla
TSLA
|
$12M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$3.07M |
| 5 |
Post Holdings
POST
|
$3.02M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$195M |
| 2 |
Apple
AAPL
|
$118M |
| 3 |
Amazon
AMZN
|
$14.7M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$13.8M |
| 5 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$6.08M |
Sector Composition
| 1 | Consumer Discretionary | 9.53% |
| 2 | Healthcare | 5.25% |
| 3 | Industrials | 5.04% |
| 4 | Energy | 4.44% |
| 5 | Consumer Staples | 3.97% |
