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 |
Technology Select Sector SPDR Fund
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
Voya Financial
VOYA
$7.05B
| – | – |
-7,691
|
|
||
1027
Vera Bradley
VRA
$67M
| – | – |
-12,755
|
|
||
1028
Whirlpool
WHR
$3.98B
| – | – |
-4,977
|
|
||
|
X
1029
DELISTED
US Steel
X
| – | – |
-5,605
|
|