We are live on ! Find out more
Belvedere Trading

Belvedere Trading Portfolio holdings

AUM $750M
1-Year Est. Return 52.68%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+52.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
533
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$144M
3
+$73.6M
4
GLD icon
SPDR Gold Trust
GLD
+$39.4M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$14.2M

Top Sells

1
+$68.8M
2
+$31.4M
3
+$23.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.96M

Sector Composition

1 Technology 24.98%
2 Consumer Discretionary 11.57%
3 Communication Services 4.32%
4 Healthcare 0.67%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-2,728
477
– –
-9,455
478
– –
-12,805
479
– –
0
480
– –
0
481
– –
-2,302
482
– –
0
483
– –
0
484
– –
0
485
– –
-2,016
486
– –
0
487
– –
0
488
– –
0
489
– –
-1,741
490
– –
0
491
– –
0
492
– –
0
493
– –
0
494
– –
0
495
– –
0
496
– –
-100
497
– –
0
498
– –
0
499
– –
0
500
– –
-1,987
18 19
20
21 22