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
$66.7M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$30.8M
2
+$21M

Top Sells

1
+$14.4M
2
+$718K
3
+$287K

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.5M 47.2%
+140,831
2
$21.1M 31.66%
+178,236
3
$14.1M 21.14%
104,548
-113,034
4
– –
0
5
– –
-2,392
6
– –
0
7
– –
0
8
– –
-44,161