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
$135M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$226K
3
+$220K
4
GXO icon
GXO Logistics
GXO
+$217K
5
MODG icon
Topgolf Callaway Brands
MODG
+$102K

Top Sells

1
+$124K
2
+$116K
3
+$99.3K
4
AMP icon
Ameriprise Financial
AMP
+$98.7K
5
HD icon
Home Depot
HD
+$81.4K

Sector Composition

1 Financials 22.43%
2 Technology 22.01%
3 Consumer Discretionary 16.01%
4 Communication Services 15.05%
5 Healthcare 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$420K 0.31%
11,296
52
$416K 0.31%
122,290
-12,678
53
$411K 0.3%
47,266
-597
54
$394K 0.29%
3,255
55
$380K 0.28%
5,057
+1,042
56
$364K 0.27%
18,656
+1,049
57
$362K 0.27%
8,773
-420
58
$353K 0.26%
255
+47
59
$349K 0.26%
9,965
60
$343K 0.25%
3,890
+1,067
61
$336K 0.25%
5,935
62
$315K 0.23%
1,462
63
$308K 0.23%
4,315
-40
64
$297K 0.22%
2,150
65
$296K 0.22%
20,505
+233
66
$269K 0.2%
8,189
-3,027
67
$266K 0.2%
5,346
-936
68
$240K 0.18%
1,792
69
$234K 0.17%
2,366
-10
70
$229K 0.17%
3,265
71
$226K 0.17%
+3,927
72
$224K 0.17%
1,442
-27
73
$220K 0.16%
+577
74
$217K 0.16%
+3,453
75
$209K 0.15%
2,125
+95
1 2
3
4