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
$152M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$13.8M
3
+$8.54M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$8.1M
5
SPTM icon
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$3.62M

Top Sells

1
+$62.6M
2
+$27.1M
3
+$2.74M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.91M
5
AIA icon
iShares Asia 50 ETF
AIA
+$1.59M

Sector Composition

1 Technology 12.74%
2 Financials 4.62%
3 Consumer Discretionary 1.22%
4 Real Estate 1.16%
5 Industrials 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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130
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131
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-11,411
134
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-7,595
2 3 4 5
6