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
2251
$18.2K ﹤0.01%
+2,195
2252
$18.2K ﹤0.01%
+315
2253
$18.1K ﹤0.01%
+400
2254
$18.1K ﹤0.01%
+730
2255
$18.1K ﹤0.01%
+1,126
2256
$18.1K ﹤0.01%
+3,021
2257
$18.1K ﹤0.01%
+3,339
2258
$18K ﹤0.01%
+420
2259
$18K ﹤0.01%
+1,200
2260
$18K ﹤0.01%
+1,000
2261
$17.9K ﹤0.01%
+392
2262
$17.9K ﹤0.01%
+1,036
2263
$17.8K ﹤0.01%
+620
2264
$17.8K ﹤0.01%
+275
2265
$17.7K ﹤0.01%
+1,400
2266
$17.6K ﹤0.01%
+1,223
2267
$17.5K ﹤0.01%
+898
2268
$17.5K ﹤0.01%
+722
2269
$17.5K ﹤0.01%
+550
2270
$17.4K ﹤0.01%
+23
2271
$17.4K ﹤0.01%
+567
2272
$17.4K ﹤0.01%
+1,193
2273
$17.4K ﹤0.01%
+256
2274
$17.4K ﹤0.01%
+691
2275
$17.4K ﹤0.01%
+610