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
$119M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1 +$1.19M
2 +$552K
3 +$262K
4
DIS icon
Walt Disney
DIS
+$228K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$209K

Top Sells

1 +$37.2K
2 +$22.6K
3 +$20.7K
4
MSGN
MSG Networks Inc.
MSGN
+$8.66K
5
UPS icon
United Parcel Service
UPS
+$8.16K

Sector Composition

1 Financials 18.91%
2 Technology 18.56%
3 Communication Services 16.98%
4 Consumer Discretionary 16.64%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.43M 1.2%
149,841
-905
27
$1.34M 1.13%
10,185
+604
28
$1.23M 1.03%
71,450
+879
29
$1.21M 1.02%
28,112
+170
30
$1.19M 1%
+24,026
31
$1.09M 0.92%
18,733
+786
32
$1.03M 0.87%
46,282
+835
33
$1.01M 0.85%
10,943
+304
34
$841K 0.71%
25,030
35
$837K 0.7%
263,324
+762
36
$829K 0.7%
7,321
-200
37
$799K 0.67%
20,414
+141
38
$792K 0.67%
38,935
-1,019
39
$785K 0.66%
37,347
40
$781K 0.66%
36,436
-286
41
$732K 0.61%
3,717
-189
42
$668K 0.56%
11,233
43
$648K 0.54%
15,831
+900
44
$618K 0.52%
32,292
45
$608K 0.51%
6,069
46
$598K 0.5%
27,500
47
$552K 0.46%
+8,441
48
$463K 0.39%
3,996
49
$420K 0.35%
37,079
50
$412K 0.35%
2,545