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
$152M
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$63.5K
3
+$30.3K
4
MDT icon
Medtronic
MDT
+$30.2K
5
MODG icon
Topgolf Callaway Brands
MODG
+$28.2K

Top Sells

1
+$1.05M
2
+$405K
3
+$359K
4
JPM icon
JPMorgan Chase
JPM
+$315K
5
HD icon
Home Depot
HD
+$311K

Sector Composition

1 Financials 28.76%
2 Technology 22.63%
3 Communication Services 14.97%
4 Consumer Discretionary 14.26%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 1.01%
67,729
+75
27
$1.49M 0.98%
11,002
+5
28
$1.42M 0.94%
4,785
29
$1.39M 0.92%
22,384
+2
30
$1.37M 0.9%
18,064
+85
31
$1.33M 0.88%
18,890
-5,105
32
$1.29M 0.85%
18,184
+30
33
$1.22M 0.81%
6,061
-100
34
$1.2M 0.79%
36,562
+188
35
$997K 0.66%
8,896
+567
36
$967K 0.64%
48,211
-2,680
37
$930K 0.61%
4,055
+33
38
$928K 0.61%
20,673
-1,132
39
$923K 0.61%
2,036
+10
40
$907K 0.6%
85,852
-12,271
41
$850K 0.56%
108,127
+3,587
42
$828K 0.55%
10,769
+296
43
$811K 0.54%
13,099
+2
44
$786K 0.52%
2,845
+56
45
$780K 0.51%
22,050
-1,365
46
$777K 0.51%
22,431
-2,400
47
$769K 0.51%
3,071
48
$638K 0.42%
29,876
+705
49
$606K 0.4%
351
+12
50
$565K 0.37%
12,788
+84
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2
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