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
$802M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$346M
2
+$53.2M
3
+$12.5M
4
TSLA icon
Tesla
TSLA
+$9.35M
5
XOM icon
Exxon Mobil
XOM
+$8.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.3%
2 Financials 7.68%
3 Healthcare 6.24%
4 Industrials 5.11%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.24%
+22,080
52
$1.86M 0.23%
+20,041
53
$1.81M 0.23%
+40,320
54
$1.81M 0.23%
+5,320
55
$1.77M 0.22%
+9,120
56
$1.76M 0.22%
+31,520
57
$1.76M 0.22%
+18,503
58
$1.75M 0.22%
+15,720
59
$1.69M 0.21%
+92,572
60
$1.62M 0.2%
+38,280
61
$1.61M 0.2%
+18,880
62
$1.6M 0.2%
+41,760
63
$1.6M 0.2%
+22,160
64
$1.53M 0.19%
+33,920
65
$1.52M 0.19%
+22,080
66
$1.51M 0.19%
+31,440
67
$1.51M 0.19%
+21,920
68
$1.51M 0.19%
+21,481
69
$1.43M 0.18%
+60,540
70
$1.43M 0.18%
+6,720
71
$1.41M 0.18%
+17,510
72
$1.4M 0.17%
+9,880
73
$1.4M 0.17%
+16,520
74
$1.39M 0.17%
+28,723
75
$1.38M 0.17%
+33,680
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3
4 5