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
2026
$24.9K ﹤0.01%
+3,000
2027
$24.9K ﹤0.01%
+352
2028
$24.8K ﹤0.01%
+1,730
2029
$24.8K ﹤0.01%
+415
2030
$24.8K ﹤0.01%
+2,096
2031
$24.7K ﹤0.01%
+2,000
2032
$24.6K ﹤0.01%
+310
2033
$24.6K ﹤0.01%
+1,629
2034
$24.6K ﹤0.01%
+865
2035
$24.5K ﹤0.01%
+174
2036
$24.5K ﹤0.01%
+1,832
2037
$24.4K ﹤0.01%
+1,053
2038
$24.4K ﹤0.01%
+475
2039
$24.4K ﹤0.01%
+892
2040
$24.4K ﹤0.01%
+1,188
2041
$24.4K ﹤0.01%
+317
2042
$24.4K ﹤0.01%
+136
2043
$24.3K ﹤0.01%
+8,299
2044
$24.3K ﹤0.01%
+223
2045
$24.3K ﹤0.01%
+540
2046
$24.3K ﹤0.01%
+267
2047
$24.2K ﹤0.01%
+368
2048
$24.1K ﹤0.01%
+1,938
2049
$24.1K ﹤0.01%
+1,605
2050
$24.1K ﹤0.01%
+8,554