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
2176
$20.2K ﹤0.01%
+426
2177
$20.2K ﹤0.01%
+127
2178
$20.2K ﹤0.01%
+745
2179
$20.2K ﹤0.01%
+1,622
2180
$20.1K ﹤0.01%
+1,131
2181
$20.1K ﹤0.01%
+731
2182
$20.1K ﹤0.01%
+520
2183
$20.1K ﹤0.01%
+847
2184
$20K ﹤0.01%
+305
2185
$20K ﹤0.01%
+2,524
2186
$20K ﹤0.01%
+300
2187
$20K ﹤0.01%
+324
2188
$20K ﹤0.01%
+800
2189
$19.9K ﹤0.01%
+79
2190
$19.9K ﹤0.01%
+475
2191
$19.8K ﹤0.01%
+417
2192
$19.8K ﹤0.01%
+600
2193
$19.8K ﹤0.01%
+259
2194
$19.8K ﹤0.01%
+700
2195
$19.7K ﹤0.01%
+316
2196
$19.7K ﹤0.01%
+640
2197
$19.6K ﹤0.01%
+601
2198
$19.6K ﹤0.01%
+123
2199
$19.6K ﹤0.01%
+117
2200
$19.6K ﹤0.01%
+157