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
$750M
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$322M
2
+$78.3M
3
+$73.8M
4
TSLA icon
Tesla
TSLA
+$73.6M
5
AAPL icon
Apple
AAPL
+$39.1M

Top Sells

1
+$133M
2
+$18.3M
3
+$6.89M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M

Sector Composition

1 Technology 20.07%
2 Consumer Discretionary 10.18%
3 Communication Services 7.23%
4 Healthcare 0.53%
5 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$739K ﹤0.01%
48,223
-1,257
27
$666K ﹤0.01%
48,233
+25,338
28
$619K ﹤0.01%
11,544
-18,429
29
$616K ﹤0.01%
+2,261
30
$610K ﹤0.01%
+9,576
31
$410K ﹤0.01%
33,965
+28,702
32
$402K ﹤0.01%
+10,461
33
$326K ﹤0.01%
9,455
+3,105
34
$312K ﹤0.01%
+17,054
35
$306K ﹤0.01%
+18,119
36
$289K ﹤0.01%
+7,747
37
$276K ﹤0.01%
9,682
+4,649
38
$272K ﹤0.01%
5,789
-5,898
39
$271K ﹤0.01%
+16,436
40
$270K ﹤0.01%
16,997
-2,861
41
$266K ﹤0.01%
+10,866
42
$263K ﹤0.01%
32,711
-5,072
43
$242K ﹤0.01%
49,501
+37,392
44
$231K ﹤0.01%
20,885
-35,637
45
$231K ﹤0.01%
46,779
46
$224K ﹤0.01%
+3,931
47
$214K ﹤0.01%
+10,000
48
$212K ﹤0.01%
+12,805
49
$205K ﹤0.01%
95,544
-67,485
50
$200K ﹤0.01%
7,826
+6,425
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