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
526
– –
-3,232
527
– –
0
528
– –
-15,891
529
– –
-25,493
530
– –
0
531
– –
0
532
– –
0
533
– –
0
534
– –
0
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