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
$750M
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$335M
2
+$83.1M
3
+$76M
4
TSLA icon
Tesla
TSLA
+$75.5M
5
AAPL icon
Apple
AAPL
+$41.8M

Top Sells

1
+$137M
2
+$18.4M
3
+$7.16M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.06M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.71M

Sector Composition

1 Technology 20.06%
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
51
$190K 0.03%
1,386
+1,372
52
$183K 0.02%
+35,965
53
$180K 0.02%
29,294
+4,883
54
$176K 0.02%
+905
55
$176K 0.02%
3,141
-3,421
56
$174K 0.02%
27,977
-34,702
57
$171K 0.02%
8,062
+1,371
58
$162K 0.02%
+29,123
59
$144K 0.02%
+16,058
60
$140K 0.02%
27,871
-7,457
61
$138K 0.02%
9,474
+5,382
62
$137K 0.02%
+29,676
63
$137K 0.02%
+1,741
64
$135K 0.02%
+1,987
65
$133K 0.02%
38,684
+25,173
66
$128K 0.02%
1,804
+890
67
$126K 0.02%
+645
68
$122K 0.02%
294
-384
69
$122K 0.02%
+3,642
70
$120K 0.02%
14,000
71
$114K 0.02%
+23,966
72
$112K 0.01%
+20,923
73
$110K 0.01%
+1,069
74
$107K 0.01%
16,455
-313
75
$106K 0.01%
+11,054
1 2
3
4 5