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
126
$26.2K ﹤0.01%
+241
127
$26.1K ﹤0.01%
+3,393
128
$25.3K ﹤0.01%
+19,025
129
$24.9K ﹤0.01%
139
-2,518
130
$24.2K ﹤0.01%
+3,093
131
$23.8K ﹤0.01%
24,682
+18,675
132
$23.2K ﹤0.01%
+6,143
133
$23.2K ﹤0.01%
3,265
+249
134
$20.1K ﹤0.01%
+7,544
135
$19.5K ﹤0.01%
+2,438
136
$17.8K ﹤0.01%
+2,292
137
$17K ﹤0.01%
6,446
-11,104
138
$16.8K ﹤0.01%
8,995
-2,889
139
$16.4K ﹤0.01%
+9,668
140
$15.6K ﹤0.01%
799
-88
141
$14.6K ﹤0.01%
+861
142
$14K ﹤0.01%
5,974
+2,047
143
$7.62K ﹤0.01%
502
-147
144
$5.53K ﹤0.01%
+100
145
$5.46K ﹤0.01%
2,016
-1,029
146
$4.69K ﹤0.01%
+801
147
$4.36K ﹤0.01%
+100
148
$4.28K ﹤0.01%
91
-143
149
$3.95K ﹤0.01%
+1,257
150
$2.92K ﹤0.01%
+1,139
4 5
6
7 8