BAM

Belpointe Asset Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 19.25%
This Quarter Est. Return
1 Year Est. Return
+19.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,687
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$13M
3 +$12.1M
4
RSEE icon
Rareview Systematic Equity ETF
RSEE
+$11.7M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$10.6M

Top Sells

1 +$11.1M
2 +$10.5M
3 +$9.17M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.69M

Sector Composition

1 Technology 10.93%
2 Financials 8.03%
3 Healthcare 7.36%
4 Consumer Discretionary 4.8%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$10.8K ﹤0.01%
+288
2577
$10.8K ﹤0.01%
+239
2578
$10.7K ﹤0.01%
+227
2579
$10.7K ﹤0.01%
+1,215
2580
$10.7K ﹤0.01%
+1,077
2581
$10.7K ﹤0.01%
+1,960
2582
$10.7K ﹤0.01%
+504
2583
$10.7K ﹤0.01%
+400
2584
$10.6K ﹤0.01%
+375
2585
$10.6K ﹤0.01%
+967
2586
$10.6K ﹤0.01%
+351
2587
$10.6K ﹤0.01%
+247
2588
$10.6K ﹤0.01%
+194
2589
$10.5K ﹤0.01%
+182
2590
$10.5K ﹤0.01%
+2,530
2591
$10.5K ﹤0.01%
+212
2592
$10.5K ﹤0.01%
+511
2593
$10.4K ﹤0.01%
+87
2594
$10.4K ﹤0.01%
+800
2595
$10.4K ﹤0.01%
+374
2596
$10.4K ﹤0.01%
+500
2597
$10.4K ﹤0.01%
+467
2598
$10.4K ﹤0.01%
+1,671
2599
$10.3K ﹤0.01%
+603
2600
$10.3K ﹤0.01%
+63