BAM
Belpointe Asset Management Portfolio holdings
AUM
$2.62B
1-Year Est. Return
19.25%
1 Year Est. Return
+19.25%
AUM
$2.4B
AUM Growth
+$478M
(+25%)
Holding
1,038
Top Buys
| 1 | +$172M | |
| 2 | +$23.9M | |
| 3 | +$23.6M | |
| 4 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$22.7M |
| 5 |
State Street SPDR Portfolio High Yield Bond ETF
SPHY
|
+$20.1M |
Top Sells
| 1 | +$38.9M | |
| 2 | +$13.2M | |
| 3 | +$8.67M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$8.55M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$7.9M |
Sector Composition
| 1 | Technology | 19.37% |
| 2 | Financials | 4.53% |
| 3 | Consumer Discretionary | 3.81% |
| 4 | Communication Services | 3.28% |
| 5 | Industrials | 2.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1026
State Street SPDR S&P Health Care Equipment ETF
XHE
$158M
| – | – |
-8,706
|
|
||
1027
Fidelity Fundamental Large Cap Core ETF
FFLC
$923M
| – | – |
-5,278
|
|
||
|
GAP
1028
The Gap Inc
GAP
$10.1B
| – | – |
-31,648
|
|
||
|
ILLR
1029
Triller Group Inc
ILLR
$104M
| – | – |
-34,000
|
|