BAM

Belpointe Asset Management Portfolio holdings

AUM $2.77B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.77B
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1 +$50.9M
2 +$42.4M
3 +$40.9M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$27.1M
5
RTRE
Rareview Total Return Bond ETF
RTRE
+$12.1M

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
TEM
1126
Tempus AI
TEM
$11.3B
-7,014