BAM

Belpointe Asset Management Portfolio holdings

AUM $1.92B
AUM
$1.92B
AUM Growth
+$262M
Cap. Flow
+$374M
Cap. Flow %
19.49%
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
$254K0.01%2,937 New
+$254K
$254K0.01%3,461
+500
+17%
+$36.6K
$253K0.01%49,754 New
+$253K
$253K0.01%10,467
+125
+1%
+$3.02K
$252K0.01%2,828 New
+$252K
$251K0.01%1,094
-1,225
-53%
-$281K
$250K0.01%743
-44
-6%
-$14.8K
$250K0.01%4,769 New
+$250K
$248K0.01%4,502
+3,614
+407%
+$199K
$248K0.01%1,822 New
+$248K
$247K0.01%9,327 New
+$247K
$247K0.01%205 New
+$247K
$246K0.01%962
-1,249
-56%
-$319K
$245K0.01%2,933 New
+$245K
$242K0.01%7,327 New
+$242K
$241K0.01%9,583 New
+$241K
$241K0.01%2,925
-491
-14%
-$40.4K
$241K0.01%1,086 New
+$241K
$239K0.01%19,225
+1,581
+9%
+$19.7K
$239K0.01%3,996
-952
-19%
-$56.9K
$237K0.01%5,605
-511
-8%
-$21.6K
$235K0.01%4,366
-87
-2%
-$4.69K
$235K0.01%2,957 New
+$235K
$233K0.01%12,275 New
+$233K
$233K0.01%4,660 New
+$233K