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
$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
626
– –
-27,584
627
– –
0
628
– –
-295
629
– –
0
630
– –
0
631
– –
0
632
– –
0
633
– –
0
634
– –
0
635
– –
-6,675
636
– –
-3,930
637
– –
-31,600
638
– –
0
639
– –
0
640
– –
-879
641
– –
0
642
– –
-986
643
– –
0
644
– –
-14,070
645
– –
0
646
– –
0
647
– –
0
648
– –
0
649
– –
-4,064
650
– –
-318
24 25
26
27 28