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
$121M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$37K
3
+$28.7K
4
DD icon
DuPont de Nemours
DD
+$26.7K
5
IAC icon
IAC Inc
IAC
+$12.5K

Top Sells

1
+$2.32M
2
+$1.57M
3
+$997K
4
HD icon
Home Depot
HD
+$485K
5
JPM icon
JPMorgan Chase
JPM
+$475K

Sector Composition

1 Financials 21.12%
2 Technology 19.28%
3 Communication Services 15.63%
4 Consumer Discretionary 14.87%
5 Healthcare 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.25%
36,206
-1,342
27
$1.34M 1.11%
9,861
-336
28
$1.26M 1.04%
+93,995
29
$1.23M 1.01%
26,672
-300
30
$1.11M 0.91%
46,147
-719
31
$1.11M 0.91%
7,763
-300
32
$999K 0.82%
6,531
-535
33
$956K 0.79%
40,994
-1,369
34
$953K 0.79%
50,055
-295
35
$930K 0.77%
215,183
-3,413
36
$903K 0.75%
44,279
-1,547
37
$888K 0.73%
75,714
+78
38
$860K 0.71%
20,645
-642
39
$770K 0.64%
26,600
-800
40
$716K 0.59%
5,167
-701
41
$700K 0.58%
7,683
-265
42
$683K 0.56%
36,157
-1,670
43
$652K 0.54%
10,460
+200
44
$632K 0.52%
13,789
-12
45
$604K 0.5%
36,659
-2,371
46
$577K 0.48%
2,865
-159
47
$575K 0.47%
11,331
-2,664
48
$573K 0.47%
2,915
+33
49
$505K 0.42%
3,696
50
$499K 0.41%
17,609
-229
1
2
3 4