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
76
$105K 0.01%
+6,423
77
$105K 0.01%
15,386
-172
78
$104K 0.01%
30,803
+20,108
79
$101K 0.01%
+3,404
80
$97.8K 0.01%
+9,440
81
$93.5K 0.01%
+4,271
82
$90.9K 0.01%
7,442
+2,764
83
$84.7K 0.01%
+4,849
84
$83.3K 0.01%
17,429
+2,330
85
$83.3K 0.01%
+7,961
86
$80.4K 0.01%
41,466
-31,070
87
$74.8K 0.01%
+6,189
88
$74.7K 0.01%
2,089
-1,597
89
$74.4K 0.01%
+4,653
90
$73.8K 0.01%
2,728
-5,997
91
$70.4K 0.01%
+7,877
92
$68.6K 0.01%
+2,717
93
$67.8K 0.01%
+2,302
94
$66.2K 0.01%
+4,485
95
$66.1K 0.01%
+6,216
96
$66K 0.01%
12,118
-5,866
97
$64.8K 0.01%
+11,545
98
$63.9K 0.01%
+5,472
99
$60.8K 0.01%
+42,848
100
$59.8K 0.01%
+16,880
2 3
4
5 6