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
$152M
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$63.5K
3
+$30.3K
4
MDT icon
Medtronic
MDT
+$30.2K
5
MODG icon
Topgolf Callaway Brands
MODG
+$28.2K

Top Sells

1
+$1.05M
2
+$405K
3
+$359K
4
JPM icon
JPMorgan Chase
JPM
+$315K
5
HD icon
Home Depot
HD
+$311K

Sector Composition

1 Financials 28.76%
2 Technology 22.63%
3 Communication Services 14.97%
4 Consumer Discretionary 14.26%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.35%
5,378
+17
52
$523K 0.35%
4,840
+25
53
$481K 0.32%
29,487
+7
54
$458K 0.3%
9,635
55
$447K 0.29%
5,591
+378
56
$446K 0.29%
2,340
-850
57
$435K 0.29%
1,651
+45
58
$419K 0.28%
15,203
+422
59
$414K 0.27%
5,295
+95
60
$414K 0.27%
10,341
61
$413K 0.27%
5,346
62
$365K 0.24%
10,474
-442
63
$361K 0.24%
1,641
64
$342K 0.23%
37,573
-1,999
65
$339K 0.22%
41,676
-1,640
66
$295K 0.19%
4,047
67
$294K 0.19%
14,498
-2,273
68
$292K 0.19%
3,950
69
$282K 0.19%
2,150
70
$277K 0.18%
3,365
71
$265K 0.17%
26,624
-3,789
72
$263K 0.17%
7,829
73
$230K 0.15%
29,886
74
$228K 0.15%
2,669
75
$204K 0.13%
50,426
-4,331
1 2
3
4