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
$146M
AUM Growth
-$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$450K
2
+$335K
3
+$309K
4
KLAC icon
KLA
KLAC
+$225K
5
GEHC icon
GE HealthCare
GEHC
+$76.8K

Top Sells

1
+$797K
2
+$412K
3
+$295K
4
BEN icon
Franklin Resources
BEN
+$276K
5
USLM icon
United States Lime & Minerals
USLM
+$267K

Sector Composition

1 Financials 26.33%
2 Technology 24.94%
3 Consumer Discretionary 14.35%
4 Communication Services 14.33%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$474K 0.33%
16,036
-239
52
$451K 0.31%
10,941
53
$437K 0.3%
15,861
54
$429K 0.29%
39,172
+3,150
55
$413K 0.28%
5,304
+986
56
$412K 0.28%
6,665
+126
57
$399K 0.27%
17,857
-12,359
58
$387K 0.27%
12,632
59
$386K 0.26%
78,306
-5,732
60
$386K 0.26%
9,935
61
$380K 0.26%
4,828
+255
62
$365K 0.25%
4,815
63
$329K 0.23%
8,183
-410
64
$322K 0.22%
5,346
65
$317K 0.22%
97,150
-1,747
66
$310K 0.21%
1,791
67
$300K 0.21%
4,047
68
$297K 0.2%
2,150
69
$291K 0.2%
3,950
70
$289K 0.2%
15,060
71
$261K 0.18%
3,365
72
$234K 0.16%
36,447
-6,697
73
$225K 0.15%
+273
74
$222K 0.15%
11,498
75
$170K 0.12%
13,917
+4
1 2
3
4