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
$127M
AUM Growth
-$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$117K
3
+$99.3K
4
MSGE icon
Madison Square Garden
MSGE
+$88.8K
5
MKL icon
Markel Group
MKL
+$81K

Top Sells

1
+$246K
2
+$206K
3
+$155K
4
JPM icon
JPMorgan Chase
JPM
+$145K
5
DIS icon
Walt Disney
DIS
+$142K

Sector Composition

1 Financials 22.83%
2 Technology 22.39%
3 Consumer Discretionary 15.91%
4 Communication Services 15.47%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.15%
134,381
+2,641
27
$1.46M 1.15%
26,063
+1
28
$1.43M 1.12%
32,427
-2,179
29
$1.41M 1.11%
12,779
-165
30
$1.31M 1.03%
7,310
-299
31
$1.25M 0.98%
9,561
32
$1.25M 0.98%
90,064
+3,600
33
$1.08M 0.85%
26,215
-330
34
$1.07M 0.84%
20,225
35
$970K 0.76%
6,361
36
$954K 0.75%
25,956
-1,025
37
$949K 0.75%
74,854
+3
38
$762K 0.6%
3,791
-581
39
$749K 0.59%
30,461
-2,000
40
$729K 0.57%
4,884
-574
41
$684K 0.54%
33,522
-1,152
42
$676K 0.53%
1,929
43
$579K 0.45%
3,381
-315
44
$560K 0.44%
2,689
+141
45
$543K 0.43%
13,132
+2,401
46
$539K 0.42%
16,823
-229
47
$475K 0.37%
6,715
+1,658
48
$456K 0.36%
310
+55
49
$454K 0.36%
4,407
-5
50
$421K 0.33%
3,190
-65
1
2
3 4