BAM
Belpointe Asset Management Portfolio holdings
AUM
$2.4B
1-Year Return
19.5%
This Quarter Return
+7.17%
1 Year Return
+19.5%
3 Year Return
+73.89%
5 Year Return
+123.5%
10 Year Return
–
AUM
$945M
AUM Growth
-$906M
(-49%)
Cap. Flow
-$1.02B
Cap. Flow
% of AUM
-107.7%
Top 10 Holdings %
Top 10 Hldgs %
30.09%
Holding
3,726
New
5
Increased
102
Reduced
493
Closed
3,108
Top Buys
| 1 |
Badger Meter
BMI
|
+$14.2M |
| 2 |
iShares Russell 2000 ETF
IWM
|
+$5.57M |
| 3 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
+$4.25M |
| 4 |
Global X S&P 500 Covered Call ETF
XYLD
|
+$3.94M |
| 5 |
Vanguard Total World Stock ETF
VT
|
+$3.23M |
Top Sells
| 1 |
Apple
AAPL
|
+$72.6M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$29.6M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$23.5M |
| 4 |
Microsoft
MSFT
|
+$19.2M |
| 5 |
Amazon
AMZN
|
+$18.8M |
Sector Composition
| 1 | Technology | 15.34% |
| 2 | Financials | 6.32% |
| 3 | Healthcare | 5.97% |
| 4 | Consumer Discretionary | 4.31% |
| 5 | Industrials | 3.78% |
