Belvedere Trading

Belvedere Trading Portfolio holdings

AUM $540M
1-Year Est. Return 46.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
-$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
476
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$18.7M
3
+$10.9M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.14M
5
POST icon
Post Holdings
POST
+$2.78M

Top Sells

1
+$198M
2
+$118M
3
+$14.7M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$14.3M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$6.18M

Sector Composition

1 Consumer Discretionary 9.48%
2 Healthcare 5.25%
3 Industrials 5.04%
4 Energy 4.44%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
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