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
$121M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$37K
3
+$28.7K
4
DD icon
DuPont de Nemours
DD
+$26.7K
5
IAC icon
IAC Inc
IAC
+$12.5K

Top Sells

1
+$2.32M
2
+$1.57M
3
+$997K
4
HD icon
Home Depot
HD
+$485K
5
JPM icon
JPMorgan Chase
JPM
+$475K

Sector Composition

1 Financials 21.12%
2 Technology 19.28%
3 Communication Services 15.63%
4 Consumer Discretionary 14.87%
5 Healthcare 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$465K 0.38%
1,702
-113
52
$372K 0.31%
2,996
-316
53
$355K 0.29%
1,604
-4
54
$353K 0.29%
21,622
-1,160
55
$324K 0.27%
9,400
56
$319K 0.26%
6,282
57
$317K 0.26%
2,900
58
$312K 0.26%
38,142
+665
59
$305K 0.25%
2,800
+340
60
$295K 0.24%
13,353
+260
61
$291K 0.24%
2,150
62
$290K 0.24%
11,656
-700
63
$288K 0.24%
9,155
64
$280K 0.23%
1,629
+167
65
$268K 0.22%
9,200
-115
66
$264K 0.22%
4,745
+480
67
$263K 0.22%
4,056
-104
68
$253K 0.21%
1,792
69
$233K 0.19%
3,265
70
$232K 0.19%
14,907
-175
71
$230K 0.19%
29,596
-261
72
$219K 0.18%
3,140
-360
73
$212K 0.18%
3,350
74
$212K 0.18%
27,801
-150
75
$201K 0.17%
3,927
1 2
3
4