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
$133M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$286K
3
+$206K
4
MDT icon
Medtronic
MDT
+$9.89K
5
MRK icon
Merck
MRK
+$2.07K

Top Sells

1
+$1.64M
2
+$807K
3
+$804K
4
JPM icon
JPMorgan Chase
JPM
+$556K
5
UBER icon
Uber
UBER
+$405K

Sector Composition

1 Financials 23.92%
2 Technology 23.62%
3 Consumer Discretionary 15.99%
4 Communication Services 14.49%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$419K 0.31%
295
-15
52
$389K 0.29%
15,861
-2,795
53
$388K 0.29%
10,286
-810
54
$383K 0.29%
4,655
+120
55
$382K 0.29%
5,548
-387
56
$369K 0.28%
34,917
-3,746
57
$367K 0.28%
82,378
-9,630
58
$356K 0.27%
97,626
-14,330
59
$356K 0.27%
14,279
-1,053
60
$349K 0.26%
40,261
-5,883
61
$339K 0.25%
+4,383
62
$311K 0.23%
5,346
63
$300K 0.23%
9,865
64
$286K 0.21%
+4,922
65
$284K 0.21%
7,744
-1,029
66
$274K 0.21%
4,047
67
$270K 0.2%
2,125
68
$262K 0.2%
17,614
-1,010
69
$261K 0.2%
2,150
70
$248K 0.19%
579
-7
71
$236K 0.18%
3,365
72
$225K 0.17%
2,346
-20
73
$211K 0.16%
1,288
-504
74
$206K 0.15%
+4,475
75
$206K 0.15%
3,369
-84
1 2
3
4