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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
$227M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$111M
2
+$14.6M
3
+$4.52M
4
SOXS icon
Direxion Daily Semiconductor Bear 3X ETF
SOXS
+$3.99M
5
DVY icon
iShares Select Dividend ETF
DVY
+$1.72M

Top Sells

1
+$80.1M
2
+$30.3M
3
+$5.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.83M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.05M

Sector Composition

1 Communication Services 12.72%
2 Consumer Discretionary 11.48%
3 Technology 3.31%
4 Healthcare 3%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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502
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504
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505
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506
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507
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508
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509
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510
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511
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512
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513
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516
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517
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518
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519
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520
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521
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523
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524
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