BAM
Belpointe Asset Management Portfolio holdings
AUM
$2.4B
1-Year Return
19.5%
This Quarter Return
-14.92%
1 Year Return
+19.5%
3 Year Return
+73.89%
5 Year Return
+123.5%
10 Year Return
–
AUM
$571M
AUM Growth
-$217M
(-28%)
Cap. Flow
-$83.7M
Cap. Flow
% of AUM
-14.67%
Top 10 Holdings %
Top 10 Hldgs %
23.04%
Holding
844
New
65
Increased
209
Reduced
319
Closed
227
Top Buys
| 1 |
ProShares Short S&P500
SH
|
$8M |
| 2 |
Invesco QQQ Trust
QQQ
|
$7.03M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$2.34M |
| 4 |
Microsoft
MSFT
|
$2.22M |
| 5 |
Exxon Mobil
XOM
|
$1.94M |
Top Sells
Sector Composition
| 1 | Technology | 13.73% |
| 2 | Healthcare | 7.94% |
| 3 | Communication Services | 6.13% |
| 4 | Financials | 5.73% |
| 5 | Consumer Discretionary | 5.66% |
