BAM

Belpointe Asset Management Portfolio holdings

AUM $1.92B
This Quarter Return
-1.46%
1 Year Return
+10.32%
3 Year Return
+33.62%
5 Year Return
+140.96%
10 Year Return
AUM
$1.92B
AUM Growth
+$262M
Cap. Flow
+$285M
Cap. Flow %
14.82%
Top 10 Hldgs %
23.72%
Holding
1,068
New
219
Increased
343
Reduced
335
Closed
154
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$323K0.02% 6,096
-75,141
-93%
-$3.98M
$323K0.02% 9,758
+359
+4%
+$11.9K
$322K0.02% 7,764
-7,532
-49%
-$312K
$318K0.02%
+24,098
New
+$318K
$318K0.02%
+9,778
New
+$318K
$318K0.02%
+6,338
New
+$318K
$317K0.02%
+9,398
New
+$317K
$316K0.02%
+11,317
New
+$316K
$313K0.02% 5,775
-111
-2%
-$6.02K
$313K0.02%
+6,214
New
+$313K
$313K0.02% 16,097
-1,534
-9%
-$29.8K
$312K0.02%
+15,377
New
+$312K
$311K0.02%
+6,269
New
+$311K
$311K0.02% 14,903
+204
+1%
+$4.26K
$311K0.02% 1,694
-9,534
-85%
-$1.75M
$309K0.02% 3,951
+853
+28%
+$66.8K
$309K0.02% 6,151
+1,730
+39%
+$86.9K
$307K0.02%
+6,068
New
+$307K
$307K0.02% 214
+4
+2%
+$5.73K
$306K0.02% 6,614
-166
-2%
-$7.69K
$306K0.02% 9,051
+1,056
+13%
+$35.7K
$306K0.02% 26,547
+7,665
+41%
+$88.3K
$306K0.02% 6,231
-34
-0.5%
-$1.67K
$305K0.02% 701
-3,507
-83%
-$1.53M
$305K0.02% 13,267
-6,014
-31%
-$138K