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
$83.1M
AUM Growth
+$8.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$41M
2
+$21.6M

Top Sells

1
+$43.7M
2
+$9.48M
3
+$7.55M

Sector Composition

1 Communication Services 27.38%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 52.01%
425,968
+388,169
2
$22.8M 27.38%
+584,840
3
$17.1M 20.61%
152,348
-65,452
4
– –
0
5
– –
-1,219,280
6
– –
0
7
– –
-93,173
8
– –
0
9
– –
0