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
$1.67B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$133M
3
+$24.8M
4
TSLA icon
Tesla
TSLA
+$15M
5
META icon
Meta Platforms (Facebook)
META
+$7.68M

Top Sells

1
+$321M
2
+$124M
3
+$114M
4
AMD icon
Advanced Micro Devices
AMD
+$26.7M
5
AAPL icon
Apple
AAPL
+$15.6M

Sector Composition

1 Technology 41.25%
2 Consumer Discretionary 12.6%
3 Communication Services 7.51%
4 Industrials 0.32%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.06%
+20,509
27
$1M 0.06%
1,711
-4,290
28
$1M 0.06%
3,112
-7,077
29
$922K 0.06%
+17,436
30
$897K 0.05%
10,723
-17,976
31
$871K 0.05%
61,666
+32,406
32
$805K 0.05%
+31,070
33
$786K 0.05%
+24,058
34
$730K 0.04%
14,772
+1,596
35
$720K 0.04%
25,446
+12,641
36
$714K 0.04%
+8,843
37
$708K 0.04%
+29,954
38
$646K 0.04%
+24,330
39
$621K 0.04%
40,840
+29,321
40
$597K 0.04%
+1,924
41
$586K 0.04%
+1,446
42
$586K 0.04%
12,589
+5,529
43
$585K 0.04%
2,956
+1,396
44
$583K 0.03%
+15,898
45
$568K 0.03%
14,046
+11,193
46
$568K 0.03%
+5,359
47
$542K 0.03%
14,251
+2,207
48
$533K 0.03%
5,045
+2,271
49
$498K 0.03%
+10,864
50
$497K 0.03%
3,987
+1,972
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