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

Top Buys

1
+$322M
2
+$78.3M
3
+$73.8M
4
TSLA icon
Tesla
TSLA
+$73.6M
5
AAPL icon
Apple
AAPL
+$39.1M

Top Sells

1
+$133M
2
+$18.3M
3
+$6.89M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.85M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.56M

Sector Composition

1 Technology 20.07%
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
101
$58.7K ﹤0.01%
7,020
+4,010
102
$57.3K ﹤0.01%
22,460
+3,728
103
$56.4K ﹤0.01%
15,670
+2,490
104
$55.4K ﹤0.01%
8,876
-4,197
105
$55.1K ﹤0.01%
1,490
+973
106
$54.8K ﹤0.01%
27,275
-5,692
107
$52.2K ﹤0.01%
10,227
-26,913
108
$49.9K ﹤0.01%
+18,211
109
$48.5K ﹤0.01%
+6,340
110
$45.7K ﹤0.01%
14,452
-167
111
$43.3K ﹤0.01%
+499
112
$40.8K ﹤0.01%
+11,266
113
$38.9K ﹤0.01%
+20,607
114
$37.6K ﹤0.01%
21,836
+12,720
115
$36.7K ﹤0.01%
10,213
+899
116
$35.4K ﹤0.01%
+11,807
117
$33.9K ﹤0.01%
+5,920
118
$32.8K ﹤0.01%
+11,562
119
$32.6K ﹤0.01%
+955
120
$30.6K ﹤0.01%
+2,051
121
$30.2K ﹤0.01%
88
-11
122
$29.3K ﹤0.01%
+2,148
123
$28.6K ﹤0.01%
+61
124
$28.5K ﹤0.01%
+251
125
$28.3K ﹤0.01%
+9,809
3 4
5
6 7