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
$223K0.01%1,223 New
+$223K
$223K0.01%2,180 New
+$223K
$223K0.01%1,444 New
+$223K
$223K0.01%2,226
-227
-9%
-$22.7K
$223K0.01%6,500 New
+$223K
$222K0.01%13,775
$221K0.01%3,097
-126
-4%
-$8.99K
$220K0.01%3,582 New
+$220K
$220K0.01%3,756
-1,035
-22%
-$60.6K
$219K0.01%19,564
+6,564
+50%
+$73.5K
$217K0.01%1,675 New
+$217K
$217K0.01%16,541 New
+$217K
$216K0.01%10,798 New
+$216K
$216K0.01%1,096
+30
+3%
+$5.91K
$215K0.01%14,294
+2,136
+18%
+$32.1K
$214K0.01%1,069
+17
+2%
+$3.4K
$213K0.01%2,476
-4,774
-66%
-$411K
$213K0.01%1,252
-1,101
-47%
-$187K
$212K0.01%885
+19
+2%
+$4.56K
$212K0.01%4,047 New
+$212K
$212K0.01%13,863 New
+$212K
$211K0.01%4,208 New
+$211K
$210K0.01%10,319
+1,021
+11%
+$20.8K
$210K0.01%2,012
-18,755
-90%
-$1.96M
$209K0.01%11,865
-8,238
-41%
-$145K