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
$155M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.33M
3
+$295K
4
PYPL icon
PayPal
PYPL
+$208K
5
MODG icon
Topgolf Callaway Brands
MODG
+$171K

Top Sells

1
+$736K
2
+$257K
3
+$254K
4
TGT icon
Target
TGT
+$222K
5
KO icon
Coca-Cola
KO
+$217K

Sector Composition

1 Financials 26.2%
2 Technology 23.47%
3 Consumer Discretionary 14.8%
4 Communication Services 14.76%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 1%
30,067
+2
27
$1.54M 0.99%
7,180
28
$1.5M 0.97%
23,995
-400
29
$1.47M 0.95%
67,654
-1,246
30
$1.38M 0.89%
+36,374
31
$1.37M 0.88%
21,805
+160
32
$1.33M 0.86%
+17,979
33
$1.3M 0.84%
4,785
34
$1.28M 0.82%
6,161
-100
35
$1.19M 0.77%
50,891
-1,544
36
$1.16M 0.75%
18,154
-175
37
$1.15M 0.74%
104,540
+15,532
38
$1.03M 0.67%
23,415
-114
39
$971K 0.62%
24,831
-800
40
$932K 0.6%
2,026
-45
41
$899K 0.58%
4,022
+8
42
$853K 0.55%
8,329
+1,525
43
$853K 0.55%
13,097
-2,299
44
$811K 0.52%
10,473
+3,808
45
$810K 0.52%
98,123
-30,769
46
$804K 0.52%
2,789
+102
47
$716K 0.46%
3,071
48
$675K 0.43%
29,171
+1,948
49
$609K 0.39%
5,361
+935
50
$533K 0.34%
3,190
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2
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