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
$1.15B
AUM Growth
-$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$195M
2
+$158M
3
+$39.2M
4
AVGO icon
Broadcom
AVGO
+$26.4M
5
META icon
Meta Platforms (Facebook)
META
+$25.1M

Top Sells

1
+$144M
2
+$135M
3
+$104M
4
AMD icon
Advanced Micro Devices
AMD
+$23.2M
5
SMCI icon
Super Micro Computer
SMCI
+$22.3M

Sector Composition

1 Technology 53.62%
2 Communication Services 5.39%
3 Consumer Discretionary 4.01%
4 Energy 0.25%
5 Industrials 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
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-2,066
502
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503
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-758
504
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505
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506
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507
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-2,219
508
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-972
509
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-63,406
510
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-6,130
511
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0
512
– –
-6,858
513
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-13,450
514
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0
515
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-11,626
516
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0
517
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0
518
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-7,684
519
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-6,763
520
– –
-19,936
521
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-4,432
522
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0
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