Belvedere Trading

Belvedere Trading Portfolio holdings

AUM $1.25B
1-Year Est. Return 0.85%
This Quarter Est. Return
1 Year Est. Return
+0.85%
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
151
$2.81K ﹤0.01%
+980
152
$2.73K ﹤0.01%
1,248
-30,269
153
$2.68K ﹤0.01%
+589
154
$1.6K ﹤0.01%
+121
155
$1.12K ﹤0.01%
+24
156
$524 ﹤0.01%
+285
157
$471 ﹤0.01%
+68
158
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0
159
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0
160
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-1,300
161
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0
162
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163
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-3,270
164
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166
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167
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168
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169
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170
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171
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172
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173
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174
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175
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-22,902
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