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
$127M
AUM Growth
-$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$226K
2
+$117K
3
+$99.3K
4
MSGE icon
Madison Square Garden
MSGE
+$88.8K
5
MKL icon
Markel Group
MKL
+$81K

Top Sells

1
+$246K
2
+$206K
3
+$155K
4
JPM icon
JPMorgan Chase
JPM
+$145K
5
DIS icon
Walt Disney
DIS
+$142K

Sector Composition

1 Financials 22.83%
2 Technology 22.39%
3 Consumer Discretionary 15.91%
4 Communication Services 15.47%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.33%
46,144
-1,122
52
$390K 0.31%
111,956
-10,334
53
$374K 0.29%
18,656
54
$364K 0.29%
92,008
-9,858
55
$360K 0.28%
11,096
-200
56
$358K 0.28%
1,621
+159
57
$355K 0.28%
4,535
+645
58
$337K 0.26%
38,663
59
$326K 0.26%
5,935
60
$324K 0.25%
8,773
61
$321K 0.25%
4,307
-8
62
$304K 0.24%
15,332
63
$301K 0.24%
9,865
-100
64
$260K 0.2%
2,150
65
$260K 0.2%
5,346
66
$251K 0.2%
1,792
67
$245K 0.19%
4,047
+120
68
$245K 0.19%
2,125
69
$235K 0.18%
1,442
70
$226K 0.18%
+18,624
71
$222K 0.17%
16,314
-4,191
72
$221K 0.17%
586
+9
73
$220K 0.17%
8,189
74
$218K 0.17%
3,365
+100
75
$216K 0.17%
2,366
1 2
3
4