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
2851
$6.07K ﹤0.01%
+287
2852
$6.07K ﹤0.01%
+100
2853
$6.07K ﹤0.01%
+89
2854
$6.07K ﹤0.01%
+253
2855
$6.05K ﹤0.01%
+1,000
2856
$6.05K ﹤0.01%
+4,839
2857
$6.03K ﹤0.01%
+375
2858
$6K ﹤0.01%
+64
2859
$5.98K ﹤0.01%
+332
2860
$5.97K ﹤0.01%
+149
2861
$5.95K ﹤0.01%
+495
2862
$5.95K ﹤0.01%
+143
2863
$5.89K ﹤0.01%
+75
2864
$5.88K ﹤0.01%
+256
2865
$5.88K ﹤0.01%
+383
2866
$5.85K ﹤0.01%
+125
2867
$5.84K ﹤0.01%
+103
2868
$5.84K ﹤0.01%
+155
2869
$5.83K ﹤0.01%
+4,816
2870
$5.82K ﹤0.01%
+493
2871
$5.79K ﹤0.01%
+265
2872
$5.78K ﹤0.01%
+126
2873
$5.78K ﹤0.01%
+200
2874
$5.77K ﹤0.01%
+342
2875
$5.75K ﹤0.01%
+1,000