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
$48.4M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$4.82M
3
+$2.95M

Top Sells

1
+$35.6M
2
+$22.8M

Sector Composition

1 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 45.51%
198,895
+46,547
2
$13.2M 27.28%
112,147
-313,821
3
$10.9M 22.64%
+100,229
4
$2.21M 4.57%
+7,841
5
– –
0
6
– –
-584,840
7
– –
0
8
– –
0
9
– –
0