We are live on ! Find out more
BAM

Belpointe Asset Management Portfolio holdings

AUM $2.74B
1-Year Est. Return 20.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$945M
AUM Growth
-$906M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,725
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$5.3M
3
+$4.18M
4
XYLD icon
Global X S&P 500 Covered Call ETF
XYLD
+$3.91M
5
VT icon
Vanguard Total World Stock ETF
VT
+$3.13M

Top Sells

1
+$65.2M
2
+$28.3M
3
+$22.2M
4
MSFT icon
Microsoft
MSFT
+$17.7M
5
AMZN icon
Amazon
AMZN
+$16.5M

Sector Composition

1 Technology 15.34%
2 Financials 6.4%
3 Healthcare 5.97%
4 Consumer Discretionary 4.23%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-6,100
1952
– –
-1,247
1953
– –
-40
1954
– –
-1,391
1955
– –
-16,356
1956
– –
-142
1957
– –
-4,095
1958
– –
-1,510
1959
– –
-196
1960
– –
-564
1961
– –
-5,608
1962
– –
-326
1963
– –
-318
1964
– –
-633
1965
– –
-50
1966
– –
-34,835
1967
– –
-1,518
1968
– –
-2,932
1969
– –
-6,616
1970
– –
-320
1971
– –
-1,055
1972
– –
-215
1973
– –
-90
1974
– –
-617
1975
– –
-1,145
77 78
79
80 81