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
201
$501K 0.06%
+5,840
202
$500K 0.06%
+3,360
203
$494K 0.06%
+3,440
204
$493K 0.06%
+9,600
205
$493K 0.06%
+11,760
206
$486K 0.06%
+4,960
207
$485K 0.06%
+11,280
208
$485K 0.06%
+11,280
209
$484K 0.06%
+6,840
210
$484K 0.06%
+2,960
211
$484K 0.06%
+5,520
212
$479K 0.06%
+7,320
213
$478K 0.06%
+6,828
214
$476K 0.06%
+5,815
215
$476K 0.06%
+8,440
216
$472K 0.06%
+11,400
217
$465K 0.06%
+95,200
218
$465K 0.06%
+34,000
219
$461K 0.06%
+10,169
220
$461K 0.06%
+5,358
221
$458K 0.06%
+4,560
222
$456K 0.06%
+11,375
223
$447K 0.06%
+13,920
224
$446K 0.06%
+720
225
$445K 0.06%
+9,440
7 8
9
10 11