BAM
Belpointe Asset Management Portfolio holdings
AUM
$2.77B
1-Year Est. Return
20.36%
This Fund
S&P 500
1 Year Est. Return
+20.36%
AUM
$2.77B
AUM Growth
+$150M
(+5.7%)
Holding
1,126
Top Buys
| 1 | +$50.5M | |
| 2 | +$42.5M | |
| 3 | +$40.6M | |
| 4 |
BlackRock Flexible Income ETF
BINC
|
+$27.3M |
| 5 |
RTRE
Rareview Total Return Bond ETF
RTRE
|
+$12.2M |
Top Sells
| 1 | +$34.8M | |
| 2 | +$28.6M | |
| 3 | +$10.8M | |
| 4 |
GHMS
Goose Hollow Multi-Strategy Income ETF
GHMS
|
+$7.4M |
| 5 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$6.5M |
Sector Composition
| 1 | Technology | 16.37% |
| 2 | Financials | 4.47% |
| 3 | Consumer Discretionary | 3.71% |
| 4 | Communication Services | 3.27% |
| 5 | Healthcare | 2.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1126
Aaon
AAON
$6.84B
| – | – |
-5,738
|
|