BAM

Boyar Asset Management Portfolio holdings

AUM $153M
1-Year Est. Return 20.55%
This Quarter Est. Return
1 Year Est. Return
+20.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.67M
3
+$4.51M
4
JPM icon
JPMorgan Chase
JPM
+$4.13M
5
MSFT icon
Microsoft
MSFT
+$4.02M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.81%
2 Consumer Discretionary 16.47%
3 Consumer Staples 13.33%
4 Communication Services 11.77%
5 Healthcare 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.74%
+71,995
27
$1.59M 1.58%
+35,407
28
$1.55M 1.55%
+32,132
29
$1.54M 1.53%
+33,460
30
$1.52M 1.52%
+44,541
31
$1.36M 1.35%
+55,717
32
$1.35M 1.35%
+33,435
33
$1.27M 1.26%
+74,098
34
$1.24M 1.23%
+73,544
35
$1.21M 1.2%
+35,218
36
$1.18M 1.18%
+46,950
37
$1.18M 1.17%
+92,350
38
$1.15M 1.14%
+84,050
39
$970K 0.97%
+48,700
40
$839K 0.84%
+12,848
41
$719K 0.72%
+12,570
42
$650K 0.65%
+12,903
43
$599K 0.6%
+17,794
44
$589K 0.59%
+7,884
45
$565K 0.56%
+17,950
46
$555K 0.55%
+50,775
47
$527K 0.53%
+28,500
48
$526K 0.52%
+39,505
49
$489K 0.49%
+33,057
50
$479K 0.48%
+11,883
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