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
101
$1.03M 0.01%
+25,360
102
$1.03M 0.01%
+5,920
103
$1.02M 0.01%
+9,519
104
$1.01M 0.01%
+13,160
105
$1M 0.01%
+19,840
106
$996K 0.01%
+20,280
107
$981K 0.01%
+11,320
108
$974K 0.01%
+7,080
109
$971K 0.01%
+8,400
110
$965K 0.01%
+15,640
111
$940K 0.01%
+11,400
112
$934K 0.01%
+10,320
113
$927K 0.01%
+18,840
114
$904K 0.01%
+10,840
115
$895K 0.01%
+12,480
116
$894K 0.01%
+22,460
117
$882K 0.01%
+8,920
118
$850K 0.01%
+6,560
119
$847K 0.01%
+24,200
120
$832K 0.01%
+13,280
121
$829K 0.01%
+4,480
122
$827K 0.01%
+14,940
123
$813K 0.01%
+67,320
124
$795K 0.01%
+11,228
125
$792K 0.01%
+7,480
3 4
5
6 7