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
$100M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1 +$5.05M
2 +$4.67M
3 +$4.51M
4
JPM icon
JPMorgan Chase
JPM
+$4.13M
5
MSFT icon
Microsoft
MSFT
+$4.02M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.81%
2 Consumer Discretionary 16.47%
3 Consumer Staples 13.33%
4 Communication Services 11.77%
5 Healthcare 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$419K 0.42%
+4,871
52
$398K 0.4%
+4,276
53
$383K 0.38%
+14,428
54
$253K 0.25%
+1,383
55
$207K 0.21%
+5,920
56
$168K 0.17%
+14,958
57
$97K 0.1%
+14,765
58
$95K 0.09%
+19,400