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
+$272K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$397K
3
+$372K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$362K
5
LH icon
Labcorp
LH
+$358K

Top Sells

1
+$343K
2
+$268K
3
+$212K
4
AIG icon
American International
AIG
+$201K
5
QVCGA
QVC Group Inc Series A
QVCGA
+$34.9K

Sector Composition

1 Financials 21.79%
2 Technology 18.23%
3 Consumer Discretionary 15.7%
4 Communication Services 15.58%
5 Healthcare 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.15%
37,857
+1,651
27
$1.37M 1.13%
119,110
+25,115
28
$1.27M 1.04%
182,233
+35,078
29
$1.22M 1%
28,494
+3,597
30
$1.16M 0.96%
8,064
+301
31
$1.11M 0.92%
26,672
32
$1.1M 0.91%
57,279
+13,000
33
$1.05M 0.86%
6,531
34
$945K 0.78%
43,894
+2,900
35
$944K 0.78%
91,937
+16,223
36
$931K 0.77%
10,810
+3,127
37
$898K 0.74%
20,645
38
$862K 0.71%
4,902
+2,037
39
$819K 0.67%
4,505
+1,590
40
$817K 0.67%
3,059
+1,357
41
$811K 0.67%
27,300
+700
42
$741K 0.61%
5,492
+325
43
$697K 0.57%
208,714
-6,469
44
$697K 0.57%
15,336
+4,876
45
$695K 0.57%
50,060
+5
46
$682K 0.56%
36,468
+311
47
$579K 0.48%
42,876
+6,217
48
$555K 0.46%
5,799
+2,999
49
$531K 0.44%
2,504
+900
50
$529K 0.44%
36,562
+14,940
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