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
$166M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$277K
3
+$274K
4
ANGI icon
Angi Inc
ANGI
+$228K
5
MODG icon
Topgolf Callaway Brands
MODG
+$154K

Top Sells

1
+$247K
2
+$181K
3
+$158K
4
MSFT icon
Microsoft
MSFT
+$126K
5
BAC icon
Bank of America
BAC
+$102K

Sector Composition

1 Financials 21.27%
2 Technology 20.09%
3 Consumer Discretionary 16.57%
4 Communication Services 15.54%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$594K 0.36%
7,748
+1,235
52
$566K 0.34%
8,082
-225
53
$545K 0.33%
1,434
+345
54
$541K 0.33%
2,798
55
$534K 0.32%
1,785
+329
56
$516K 0.31%
2,832
+122
57
$484K 0.29%
36,327
58
$472K 0.28%
18,857
+3,730
59
$420K 0.25%
2,900
-300
60
$413K 0.25%
9,027
-200
61
$362K 0.22%
3,729
62
$356K 0.21%
2,460
63
$341K 0.21%
9,155
+1,170
64
$335K 0.2%
1,608
65
$323K 0.19%
9,390
+877
66
$319K 0.19%
9,621
-466
67
$315K 0.19%
11,116
68
$307K 0.19%
2,150
69
$303K 0.18%
13,577
70
$299K 0.18%
3,550
+200
71
$277K 0.17%
+4,720
72
$273K 0.16%
3,380
-65
73
$265K 0.16%
7,177
74
$257K 0.15%
2,194
75
$239K 0.14%
1,792
-82
1 2
3
4