BAM

Boyar Asset Management Portfolio holdings

AUM $158M
1-Year Est. Return 21.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$343K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$741K
3 +$603K
4
MRK icon
Merck
MRK
+$112K
5
L icon
Loews
L
+$89.9K

Top Sells

1 +$982K
2 +$484K
3 +$423K
4
BAC icon
Bank of America
BAC
+$365K
5
GOLF icon
Acushnet Holdings
GOLF
+$363K

Sector Composition

1 Financials 29.33%
2 Technology 23.68%
3 Communication Services 15.81%
4 Consumer Discretionary 12.69%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NWL icon
76
Newell Brands
NWL
$1.9B
-16,714
VIG icon
77
Vanguard Dividend Appreciation ETF
VIG
$104B
-1,034
ANGI icon
78
Angi Inc
ANGI
$360M
-18,827
HBI
79
DELISTED
Hanesbrands
HBI
-32,012
IBKR icon
80
Interactive Brokers
IBKR
$30.8B
-4,169