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
$153M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$876K
3
+$598K
4
AMP icon
Ameriprise Financial
AMP
+$596K
5
KVUE icon
Kenvue
KVUE
+$501K

Top Sells

1
+$262K
2
+$206K
3
+$116K
4
MAR icon
Marriott International
MAR
+$56K
5
EBAY icon
eBay
EBAY
+$43K

Sector Composition

1 Financials 25.55%
2 Technology 23.72%
3 Consumer Discretionary 15.65%
4 Communication Services 14.28%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$479K 0.31%
16,275
+1,028
52
$464K 0.3%
1,641
+20
53
$459K 0.3%
10,941
+655
54
$453K 0.3%
6,539
+120
55
$415K 0.27%
15,861
56
$399K 0.26%
4,573
-82
57
$396K 0.26%
36,022
+1,105
58
$395K 0.26%
15,060
+781
59
$393K 0.26%
4,318
-65
60
$391K 0.25%
4,815
-107
61
$353K 0.23%
+12,632
62
$346K 0.23%
43,144
+2,883
63
$342K 0.22%
1,791
+503
64
$337K 0.22%
5,346
65
$334K 0.22%
98,897
+1,271
66
$332K 0.22%
8,593
+849
67
$327K 0.21%
9,935
+70
68
$316K 0.21%
4,047
69
$288K 0.19%
2,155
+30
70
$286K 0.19%
3,950
-1,598
71
$278K 0.18%
2,150
72
$267K 0.17%
4,475
73
$241K 0.16%
559
-20
74
$241K 0.16%
3,365
75
$230K 0.15%
11,498
-350
1 2
3
4