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
$152M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$408K
3
+$216K
4
UBER icon
Uber
UBER
+$201K
5
MSGS icon
Madison Square Garden
MSGS
+$145K

Top Sells

1
+$1.91M
2
+$360K
3
+$157K
4
NDAQ icon
Nasdaq
NDAQ
+$117K
5
JPM icon
JPMorgan Chase
JPM
+$81.3K

Sector Composition

1 Financials 22.66%
2 Communication Services 17.89%
3 Technology 17.57%
4 Consumer Discretionary 15.92%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.19%
21,338
+454
27
$1.61M 1.06%
6,695
28
$1.54M 1.02%
234,102
-5,900
29
$1.52M 1%
10,298
30
$1.43M 0.94%
11,561
+87
31
$1.36M 0.9%
8,163
32
$1.29M 0.85%
24,571
-86
33
$1.26M 0.83%
42,370
-986
34
$1.14M 0.75%
26,465
-187
35
$1.13M 0.74%
24,099
-931
36
$1.11M 0.73%
50,002
-1,076
37
$1.1M 0.73%
72,576
+1,430
38
$1.08M 0.71%
39,091
+2,202
39
$1.08M 0.71%
40,789
+1,112
40
$1.05M 0.69%
7,066
-100
41
$1M 0.66%
5,968
42
$911K 0.6%
3,500
43
$881K 0.58%
8,243
+590
44
$803K 0.53%
37,041
-1,092
45
$774K 0.51%
38,261
-1,792
46
$704K 0.46%
18,024
-73
47
$657K 0.43%
12,155
-180
48
$646K 0.43%
2,673
49
$565K 0.37%
3,996
50
$555K 0.37%
1,089
+200
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2
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