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
$1.67B
AUM Growth
-$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
458
New
Increased
Reduced
Closed

Top Buys

1
+$213M
2
+$133M
3
+$24.8M
4
TSLA icon
Tesla
TSLA
+$15M
5
META icon
Meta Platforms (Facebook)
META
+$7.68M

Top Sells

1
+$321M
2
+$124M
3
+$114M
4
AMD icon
Advanced Micro Devices
AMD
+$26.7M
5
AAPL icon
Apple
AAPL
+$15.6M

Sector Composition

1 Technology 41.25%
2 Consumer Discretionary 12.6%
3 Communication Services 7.51%
4 Industrials 0.32%
5 Energy 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$482K 0.03%
+19,300
52
$445K 0.03%
+9,679
53
$442K 0.03%
+12,780
54
$439K 0.03%
3,817
+1,319
55
$409K 0.02%
16,470
+1,567
56
$407K 0.02%
+5,329
57
$390K 0.02%
9,072
+4,508
58
$387K 0.02%
+8,104
59
$373K 0.02%
+3,991
60
$370K 0.02%
+7,590
61
$364K 0.02%
+7,329
62
$363K 0.02%
101,720
-49,439
63
$358K 0.02%
+5,513
64
$342K 0.02%
+28,330
65
$331K 0.02%
3,958
+3,801
66
$330K 0.02%
2,383
-118
67
$322K 0.02%
+18,940
68
$312K 0.02%
13,008
-12,971
69
$311K 0.02%
+8,490
70
$301K 0.02%
+31,931
71
$301K 0.02%
+1,688
72
$301K 0.02%
+11,109
73
$292K 0.02%
+1,465
74
$287K 0.02%
+2,794
75
$286K 0.02%
+4,831
1 2
3
4 5