Belvedere Trading

Belvedere Trading Portfolio holdings

AUM $1.27B
1-Year Est. Return 0.64%
This Quarter Est. Return
1 Year Est. Return
+0.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$802M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$354M
2
+$54M
3
+$12.3M
4
TSLA icon
Tesla
TSLA
+$8.87M
5
XOM icon
Exxon Mobil
XOM
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.34%
2 Financials 7.68%
3 Healthcare 6.24%
4 Industrials 5.06%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 0.03%
+35,160
27
$3.28M 0.03%
+72,880
28
$3.21M 0.02%
+34,000
29
$3.2M 0.02%
+115,200
30
$3.19M 0.02%
+33,720
31
$3.12M 0.02%
+29,680
32
$3.05M 0.02%
+106,680
33
$2.88M 0.02%
+44,000
34
$2.85M 0.02%
+35,028
35
$2.78M 0.02%
+37,440
36
$2.73M 0.02%
+17,120
37
$2.66M 0.02%
+171,200
38
$2.49M 0.02%
+25,840
39
$2.48M 0.02%
+29,000
40
$2.39M 0.02%
+20,040
41
$2.37M 0.02%
+17,270
42
$2.35M 0.02%
+35,880
43
$2.21M 0.02%
+37,360
44
$2.19M 0.02%
+44,520
45
$2.19M 0.02%
+30,318
46
$2.19M 0.02%
+21,640
47
$2.05M 0.02%
+21,920
48
$2.01M 0.02%
+18,000
49
$1.94M 0.01%
+14,920
50
$1.91M 0.01%
+27,720
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