BAM

Boyar Asset Management Portfolio holdings

AUM $158M
1-Year Est. Return 19.43%
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$865K
2
+$734K
3
+$60.1K
4
HHH icon
Howard Hughes
HHH
+$44.4K
5
GPN icon
Global Payments
GPN
+$31.4K

Top Sells

1
+$1.19M
2
+$1.05M
3
+$899K
4
HD icon
Home Depot
HD
+$693K
5
IBKR icon
Interactive Brokers
IBKR
+$565K

Sector Composition

1 Financials 28.38%
2 Technology 23%
3 Communication Services 14.01%
4 Consumer Discretionary 13.75%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$591K 0.43%
19,938
-2,493
52
$509K 0.37%
5,663
+72
53
$442K 0.32%
9,741
-600
54
$432K 0.31%
5,352
+57
55
$430K 0.31%
4,786
-592
56
$415K 0.3%
15,228
+25
57
$408K 0.3%
1,641
58
$408K 0.3%
27,872
-1,615
59
$406K 0.29%
5,346
60
$389K 0.28%
8,500
-1,135
61
$381K 0.28%
1,399
-252
62
$312K 0.23%
2,000
-340
63
$309K 0.22%
3,950
64
$306K 0.22%
2,150
65
$300K 0.22%
3,447
-600
66
$294K 0.21%
36,153
-1,420
67
$286K 0.21%
9,542
-932
68
$279K 0.2%
14,498
69
$254K 0.18%
2,765
-600
70
$235K 0.17%
15,224
+3,903
71
$233K 0.17%
7,463
-366
72
$218K 0.16%
37,736
-3,940
73
$173K 0.13%
11,090
74
$159K 0.12%
25,682
-942
75
$145K 0.11%
29,886
1 2
3
4