BAM

Belpointe Asset Management Portfolio holdings

AUM $2.62B
1-Year Est. Return 19.25%
This Quarter Est. Return
1 Year Est. Return
+19.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,687
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$13M
3 +$12.1M
4
RSEE icon
Rareview Systematic Equity ETF
RSEE
+$11.7M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$10.6M

Top Sells

1 +$11.1M
2 +$10.5M
3 +$9.17M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.42M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.69M

Sector Composition

1 Technology 10.93%
2 Financials 8.03%
3 Healthcare 7.36%
4 Consumer Discretionary 4.8%
5 Industrials 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$27.1K ﹤0.01%
+1,095
1977
$27K ﹤0.01%
+943
1978
$27K ﹤0.01%
+425
1979
$27K ﹤0.01%
+930
1980
$26.9K ﹤0.01%
+2,407
1981
$26.9K ﹤0.01%
+184
1982
$26.8K ﹤0.01%
+206
1983
$26.8K ﹤0.01%
+1,214
1984
$26.7K ﹤0.01%
+554
1985
$26.7K ﹤0.01%
+508
1986
$26.7K ﹤0.01%
+823
1987
$26.6K ﹤0.01%
+367
1988
$26.5K ﹤0.01%
+420
1989
$26.5K ﹤0.01%
+608
1990
$26.4K ﹤0.01%
+8,930
1991
$26.3K ﹤0.01%
+373
1992
$26.3K ﹤0.01%
+633
1993
$26.2K ﹤0.01%
+300
1994
$26.1K ﹤0.01%
+617
1995
$26.1K ﹤0.01%
+580
1996
$26K ﹤0.01%
+919
1997
$26K ﹤0.01%
+1,909
1998
$25.9K ﹤0.01%
+563
1999
$25.8K ﹤0.01%
+193
2000
$25.8K ﹤0.01%
+3,500