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
2451
$13.4K ﹤0.01%
+3,500
2452
$13.4K ﹤0.01%
+852
2453
$13.4K ﹤0.01%
+310
2454
$13.3K ﹤0.01%
+153
2455
$13.3K ﹤0.01%
+526
2456
$13.3K ﹤0.01%
+235
2457
$13.3K ﹤0.01%
+301
2458
$13.2K ﹤0.01%
+390
2459
$13.2K ﹤0.01%
+773
2460
$13.2K ﹤0.01%
+370
2461
$13.2K ﹤0.01%
+225
2462
$13.2K ﹤0.01%
+374
2463
$13.1K ﹤0.01%
+370
2464
$13.1K ﹤0.01%
+262
2465
$13K ﹤0.01%
+201
2466
$13K ﹤0.01%
+10,020
2467
$13K ﹤0.01%
+2,000
2468
$13K ﹤0.01%
+993
2469
$13K ﹤0.01%
+145
2470
$12.9K ﹤0.01%
+611
2471
$12.9K ﹤0.01%
+257
2472
$12.9K ﹤0.01%
+157
2473
$12.9K ﹤0.01%
+255
2474
$12.9K ﹤0.01%
+20,850
2475
$12.9K ﹤0.01%
+297