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
$374M
AUM Growth
-$428M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$220M

Top Sells

1
+$229M
2
+$42.2M
3
+$10.8M
4
TSLA icon
Tesla
TSLA
+$8.87M
5
XOM icon
Exxon Mobil
XOM
+$8.82M

Sector Composition

1 Technology 4.65%
2 Communication Services 0.47%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-8,080
202
– –
-10,200
203
– –
-6,840
204
– –
-3,240
205
– –
-35,160
206
– –
-4,640
207
– –
-4,605
208
– –
-4,700
209
– –
-15,920
210
– –
-9,089
211
– –
-7,000
212
– –
-60,540
213
– –
-6,080
214
– –
-6,600
215
– –
-2,720
216
– –
-7,320
217
– –
-6,080
218
– –
-3,360
219
– –
-15,640
220
– –
-12,360
221
– –
-8,160
222
– –
-6,565
223
– –
-7,120
224
– –
-1,440
225
– –
-8,160
7 8
9
10 11