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
$153M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$258K
3
+$245K
4
GPN icon
Global Payments
GPN
+$243K
5
CFG icon
Citizens Financial Group
CFG
+$231K

Top Sells

1
+$286K
2
+$253K
3
+$233K
4
C icon
Citigroup
C
+$211K
5
WBD icon
Warner Bros
WBD
+$104K

Sector Composition

1 Financials 29.18%
2 Technology 25.6%
3 Communication Services 14.26%
4 Consumer Discretionary 12.91%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KVUE icon
51
Kenvue
KVUE
$32.5B
$621K 0.41%
29,682
+229
MDT icon
52
Medtronic
MDT
$131B
$538K 0.35%
6,169
+506
NWSA icon
53
News Corp Class A
NWSA
$14.3B
$522K 0.34%
17,575
+2,347
IBM icon
54
IBM
IBM
$283B
$484K 0.32%
1,641
GLW icon
55
Corning
GLW
$71.6B
$462K 0.3%
8,792
+292
NDAQ icon
56
Nasdaq
NDAQ
$50.4B
$438K 0.29%
4,896
-450
VZ icon
57
Verizon
VZ
$171B
$421K 0.28%
9,741
GD icon
58
General Dynamics
GD
$91.3B
$421K 0.28%
1,445
+46
GEHC icon
59
GE HealthCare
GEHC
$38.1B
$420K 0.27%
5,664
+312
MRK icon
60
Merck
MRK
$254B
$374K 0.24%
4,723
-63
GOOG icon
61
Alphabet (Google) Class C
GOOG
$3.87T
$355K 0.23%
2,000
SCHW icon
62
Charles Schwab
SCHW
$167B
$354K 0.23%
3,875
-75
TSQ icon
63
Townsquare Media
TSQ
$80.5M
$336K 0.22%
42,540
+6,387
WEN icon
64
Wendy's
WEN
$1.63B
$318K 0.21%
27,878
+6
ANGI icon
65
Angi Inc
ANGI
$539M
$313K 0.2%
20,498
+5,274
AIG icon
66
American International
AIG
$41.6B
$295K 0.19%
3,447
KMB icon
67
Kimberly-Clark
KMB
$35.2B
$277K 0.18%
2,150
BEN icon
68
Franklin Resources
BEN
$12B
$272K 0.18%
11,398
-3,100
IBKR icon
69
Interactive Brokers
IBKR
$28.9B
$271K 0.18%
+4,884
SO icon
70
Southern Company
SO
$96.9B
$254K 0.17%
2,765
KLAC icon
71
KLA
KLAC
$159B
$245K 0.16%
+273
CFG icon
72
Citizens Financial Group
CFG
$23.9B
$231K 0.15%
+5,161
LEVI icon
73
Levi Strauss
LEVI
$8.77B
$213K 0.14%
11,502
+412
GXO icon
74
GXO Logistics
GXO
$6.02B
$211K 0.14%
+4,338
PLAY icon
75
Dave & Buster's
PLAY
$607M
$205K 0.13%
+6,825
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