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
+$272K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$397K
3
+$372K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$362K
5
LH icon
Labcorp
LH
+$358K

Top Sells

1
+$343K
2
+$268K
3
+$212K
4
AIG icon
American International
AIG
+$201K
5
QVCGA
QVC Group Inc Series A
QVCGA
+$34.9K

Sector Composition

1 Financials 21.79%
2 Technology 18.23%
3 Consumer Discretionary 15.7%
4 Communication Services 15.58%
5 Healthcare 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$514K 0.42%
17,436
+3,647
52
$511K 0.42%
3,696
53
$485K 0.4%
2,884
+1,255
54
$472K 0.39%
12,431
+1,100
55
$449K 0.37%
17,840
+231
56
$443K 0.36%
21,053
+7,700
57
$440K 0.36%
4,826
+1,830
58
$405K 0.33%
8,035
+3,290
59
$385K 0.32%
52,977
+14,835
60
$356K 0.29%
6,282
61
$352K 0.29%
9,400
62
$330K 0.27%
+14,185
63
$301K 0.25%
19,907
+5,000
64
$293K 0.24%
+10,458
65
$283K 0.23%
9,765
+610
66
$282K 0.23%
+8,800
67
$279K 0.23%
2,900
68
$272K 0.22%
11,956
+300
69
$270K 0.22%
3,140
70
$267K 0.22%
29,346
-250
71
$253K 0.21%
+982
72
$246K 0.2%
+8,019
73
$242K 0.2%
2,150
74
$241K 0.2%
3,350
75
$222K 0.18%
3,265
1 2
3
4