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
$155M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.33M
3
+$295K
4
PYPL icon
PayPal
PYPL
+$208K
5
MODG icon
Topgolf Callaway Brands
MODG
+$171K

Top Sells

1
+$736K
2
+$257K
3
+$254K
4
TGT icon
Target
TGT
+$222K
5
KO icon
Coca-Cola
KO
+$217K

Sector Composition

1 Financials 26.2%
2 Technology 23.47%
3 Consumer Discretionary 14.8%
4 Communication Services 14.76%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$532K 0.34%
339
+1
52
$516K 0.33%
29,480
-541
53
$488K 0.31%
5,200
-104
54
$485K 0.31%
1,606
-35
55
$469K 0.3%
5,213
+385
56
$464K 0.3%
10,341
-600
57
$463K 0.3%
4,815
58
$443K 0.29%
12,704
+72
59
$435K 0.28%
9,635
-300
60
$402K 0.26%
39,572
+400
61
$394K 0.25%
14,781
-1,080
62
$390K 0.25%
5,346
63
$363K 0.23%
1,641
-150
64
$347K 0.22%
10,916
-5,120
65
$338K 0.22%
16,771
-1,086
66
$318K 0.21%
43,316
-34,990
67
$309K 0.2%
11,970
-3,090
68
$306K 0.2%
2,150
69
$303K 0.2%
3,365
70
$296K 0.19%
4,047
71
$285K 0.18%
7,829
-354
72
$256K 0.16%
3,950
73
$251K 0.16%
11,498
74
$234K 0.15%
30,413
-6,034
75
$221K 0.14%
54,757
-42,393
1 2
3
4