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
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$408K
3
+$216K
4
UBER icon
Uber
UBER
+$201K
5
MSGS icon
Madison Square Garden
MSGS
+$145K

Top Sells

1
+$1.91M
2
+$360K
3
+$157K
4
NDAQ icon
Nasdaq
NDAQ
+$117K
5
JPM icon
JPMorgan Chase
JPM
+$81.3K

Sector Composition

1 Financials 22.66%
2 Communication Services 17.89%
3 Technology 17.57%
4 Consumer Discretionary 15.92%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$534K 0.35%
8,307
-1,824
52
$489K 0.32%
6,513
+553
53
$485K 0.32%
2,798
+30
54
$481K 0.32%
2,710
+236
55
$475K 0.31%
36,327
+1,684
56
$426K 0.28%
3,200
-300
57
$397K 0.26%
8,513
+81
58
$397K 0.26%
1,456
59
$371K 0.24%
15,127
+382
60
$335K 0.22%
9,227
-74
61
$329K 0.22%
2,460
62
$319K 0.21%
13,577
-2,160
63
$315K 0.21%
1,608
+6
64
$312K 0.21%
3,729
-46
65
$294K 0.19%
10,087
-345
66
$292K 0.19%
23,951
+5,663
67
$291K 0.19%
7,985
68
$288K 0.19%
7,177
+431
69
$285K 0.19%
2,150
70
$265K 0.17%
11,116
+584
71
$251K 0.17%
128,270
-3,474
72
$249K 0.16%
1,874
73
$247K 0.16%
8,416
74
$244K 0.16%
3,350
75
$242K 0.16%
2,194
1 2
3
4