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
$166M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$277K
3
+$274K
4
ANGI icon
Angi Inc
ANGI
+$228K
5
MODG icon
Topgolf Callaway Brands
MODG
+$154K

Top Sells

1
+$247K
2
+$181K
3
+$158K
4
MSFT icon
Microsoft
MSFT
+$126K
5
BAC icon
Bank of America
BAC
+$102K

Sector Composition

1 Financials 21.27%
2 Technology 20.09%
3 Consumer Discretionary 16.57%
4 Communication Services 15.54%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.08%
6,695
27
$1.69M 1.02%
10,197
-101
28
$1.66M 1%
38,426
+645
29
$1.58M 0.95%
26,151
-560
30
$1.56M 0.94%
26,317
+1,746
31
$1.47M 0.89%
8,063
-100
32
$1.4M 0.84%
41,870
-500
33
$1.3M 0.78%
46,214
+5,425
34
$1.29M 0.78%
14,038
+2,477
35
$1.23M 0.74%
44,706
+5,615
36
$1.19M 0.72%
26,465
37
$1.18M 0.71%
7,066
38
$1.16M 0.7%
217,256
-16,846
39
$1.1M 0.66%
20,699
-3,400
40
$1.09M 0.65%
49,755
-247
41
$1.05M 0.63%
72,683
+107
42
$976K 0.59%
5,968
43
$958K 0.58%
8,939
+696
44
$876K 0.53%
36,716
-325
45
$739K 0.45%
2,739
+66
46
$712K 0.43%
17,754
-270
47
$710K 0.43%
3,996
48
$691K 0.42%
13,295
+1,140
49
$679K 0.41%
38,037
-224
50
$660K 0.4%
3,500
1
2
3 4