Belvedere Trading

Belvedere Trading Portfolio holdings

AUM $540M
1-Year Est. Return 46.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.49%
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
+$346M
2
+$53.2M
3
+$12.5M
4
TSLA icon
Tesla
TSLA
+$9.35M
5
XOM icon
Exxon Mobil
XOM
+$8.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.3%
2 Financials 7.68%
3 Healthcare 6.24%
4 Industrials 5.11%
5 Consumer Discretionary 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$582K 0.07%
+10,372
177
$579K 0.07%
+10,400
178
$571K 0.07%
+10,720
179
$570K 0.07%
+12,640
180
$560K 0.07%
+7,400
181
$556K 0.07%
+9,089
182
$554K 0.07%
+3,840
183
$553K 0.07%
+12,600
184
$550K 0.07%
+4,160
185
$550K 0.07%
+5,320
186
$549K 0.07%
+15,120
187
$547K 0.07%
+23,400
188
$545K 0.07%
+16,105
189
$545K 0.07%
+6,509
190
$545K 0.07%
+6,120
191
$541K 0.07%
+11,940
192
$531K 0.07%
+8,480
193
$530K 0.07%
+9,564
194
$525K 0.07%
+13,240
195
$525K 0.07%
+12,120
196
$523K 0.07%
+8,044
197
$512K 0.06%
+10,095
198
$511K 0.06%
+8,120
199
$510K 0.06%
+7,760
200
$508K 0.06%
+12,840
6 7
8
9 10