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

Top Buys

1
+$354M
2
+$54M
3
+$12.3M
4
TSLA icon
Tesla
TSLA
+$8.87M
5
XOM icon
Exxon Mobil
XOM
+$8.82M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.34%
2 Financials 7.68%
3 Healthcare 6.24%
4 Industrials 5.06%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.01%
+37,840
77
$1.36M 0.01%
+45,840
78
$1.34M 0.01%
+86,720
79
$1.33M 0.01%
+34,400
80
$1.33M 0.01%
+19,280
81
$1.33M 0.01%
+15,920
82
$1.32M 0.01%
+1,160
83
$1.3M 0.01%
+10,920
84
$1.27M 0.01%
+7,000
85
$1.27M 0.01%
+23,800
86
$1.25M 0.01%
+13,645
87
$1.18M 0.01%
+20,473
88
$1.16M 0.01%
+6,040
89
$1.14M 0.01%
+12,372
90
$1.14M 0.01%
+12,360
91
$1.13M 0.01%
+9,000
92
$1.09M 0.01%
+7,175
93
$1.09M 0.01%
+14,360
94
$1.09M 0.01%
+5,240
95
$1.08M 0.01%
+11,840
96
$1.06M 0.01%
+31,040
97
$1.06M 0.01%
+30,400
98
$1.05M 0.01%
+39,360
99
$1.03M 0.01%
+12,520
100
$1.03M 0.01%
+2,881
2 3
4
5 6