BAM
Belpointe Asset Management Portfolio holdings
AUM
$2.4B
1-Year Return
19.5%
This Quarter Return
+6.02%
1 Year Return
+19.5%
3 Year Return
+73.89%
5 Year Return
+123.5%
10 Year Return
–
AUM
$427M
AUM Growth
–
Cap. Flow
+$427M
Cap. Flow
% of AUM
99.97%
Top 10 Holdings %
Top 10 Hldgs %
29.45%
Holding
419
New
418
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
HUSE
Strategy Shares US Market Rotation Strategy ETF
HUSE
|
$48.9M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$21M |
| 3 |
Apple
AAPL
|
$10.8M |
| 4 |
Bristol-Myers Squibb
BMY
|
$10.4M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
$7.13M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.44% |
| 2 | Healthcare | 8.37% |
| 3 | Financials | 7.05% |
| 4 | Industrials | 4.93% |
| 5 | Communication Services | 4.22% |
