BAM
Boyar Asset Management Portfolio holdings
AUM
$176M
1-Year Est. Return
20.04%
This Fund
S&P 500
1 Year Est. Return
+20.04%
AUM
$176M
AUM Growth
+$18M
(+11%)
Holding
82
Top Buys
| 1 | +$3.7M | |
| 2 | +$1.59M | |
| 3 | +$1.48M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.45M |
| 5 |
Madison Square Garden
MSGS
|
+$1.25M |
Top Sells
| 1 | +$1.8M | |
| 2 | +$943K | |
| 3 | +$338K | |
| 4 |
Citizens Financial Group
CFG
|
+$272K |
| 5 |
Match Group
MTCH
|
+$131K |
Sector Composition
| 1 | Financials | 26.48% |
| 2 | Communication Services | 20.16% |
| 3 | Technology | 20.13% |
| 4 | Consumer Discretionary | 11.3% |
| 5 | Healthcare | 9.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Kimberly-Clark
KMB
$31.5B
| $207K | 0.12% |
2,150
|
|
||
77
Wendy's
WEN
$1.31B
| $179K | 0.1% |
25,742
-116
|
|
||
78
Conduent
CNDT
$253M
| $32.6K | 0.02% |
25,481
-122
|
|
||
|
79
Citizens Financial Group
CFG
$26B
| – | – |
-4,650
|
|
||
|
STKL
80
DELISTED
SunOpta
STKL
| – | – |
-26,892
|
|
||
81
Unifirst Corp
UNF
$4.79B
| – | – |
-9,308
|
|
||
82
Warner Bros
WBD
$67.7B
| – | – |
-32,717
|
|