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
$134M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$66.6M
2
+$27M
3
+$9.41M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$2.67M
5
IPO icon
Renaissance IPO ETF
IPO
+$1.96M

Top Sells

1
+$27.8M
2
+$5.45M

Sector Composition

1 Consumer Discretionary 20.33%
2 Financials 0.62%
3 Healthcare 0.47%
4 Real Estate 0.44%
5 Consumer Staples 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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