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
$133M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$286K
3
+$206K
4
MDT icon
Medtronic
MDT
+$9.89K
5
MRK icon
Merck
MRK
+$2.07K

Top Sells

1
+$1.64M
2
+$807K
3
+$804K
4
JPM icon
JPMorgan Chase
JPM
+$556K
5
UBER icon
Uber
UBER
+$405K

Sector Composition

1 Financials 23.92%
2 Technology 23.62%
3 Consumer Discretionary 15.99%
4 Communication Services 14.49%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 1.11%
46,472
-4,457
27
$1.47M 1.1%
43,207
-4,407
28
$1.41M 1.06%
23,906
-2,157
29
$1.4M 1.05%
123,180
-11,201
30
$1.35M 1.02%
31,041
-1,386
31
$1.33M 1%
9,531
-30
32
$1.25M 0.94%
87,246
-2,818
33
$1.22M 0.91%
23,669
-2,546
34
$1.17M 0.88%
18,549
-1,676
35
$1.14M 0.86%
6,361
36
$1.1M 0.82%
24,556
-1,400
37
$1M 0.75%
69,615
-5,239
38
$900K 0.68%
30,216
-245
39
$861K 0.65%
3,789
-2
40
$802K 0.6%
4,282
-602
41
$682K 0.51%
1,913
-16
42
$651K 0.49%
3,381
43
$608K 0.46%
2,692
+3
44
$557K 0.42%
28,614
-4,908
45
$546K 0.41%
12,703
-429
46
$523K 0.39%
6,419
-296
47
$483K 0.36%
15,247
-1,576
48
$483K 0.36%
4,426
+19
49
$450K 0.34%
3,190
50
$421K 0.32%
1,621
1
2
3 4