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
$153M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$876K
3
+$598K
4
AMP icon
Ameriprise Financial
AMP
+$596K
5
KVUE icon
Kenvue
KVUE
+$501K

Top Sells

1
+$262K
2
+$206K
3
+$116K
4
MAR icon
Marriott International
MAR
+$56K
5
EBAY icon
eBay
EBAY
+$43K

Sector Composition

1 Financials 25.55%
2 Technology 23.72%
3 Consumer Discretionary 15.65%
4 Communication Services 14.28%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.65M 1.08%
30,416
+1,309
27
$1.6M 1.04%
30,227
-814
28
$1.55M 1.01%
25,401
+1,495
29
$1.54M 1.01%
24,395
+726
30
$1.47M 0.96%
7,179
-51
31
$1.46M 0.95%
9,655
+124
32
$1.45M 0.95%
89,721
+2,475
33
$1.36M 0.88%
6,361
34
$1.21M 0.79%
25,681
+1,125
35
$1.21M 0.79%
18,329
-220
36
$1.14M 0.74%
130,013
+6,833
37
$1.12M 0.73%
69,298
-317
38
$1.09M 0.71%
4,785
+503
39
$864K 0.56%
2,055
+142
40
$849K 0.55%
30,216
41
$833K 0.54%
3,814
+25
42
$696K 0.45%
2,687
-5
43
$678K 0.44%
15,500
+2,797
44
$584K 0.38%
4,426
45
$565K 0.37%
30,014
+1,400
46
$537K 0.35%
3,131
-250
47
$501K 0.33%
+23,367
48
$494K 0.32%
325
+30
49
$487K 0.32%
84,038
+1,660
50
$486K 0.32%
3,190
1
2
3 4