BAM
Boyar Asset Management Portfolio holdings
AUM
$158M
1-Year Est. Return
19.43%
1 Year Est. Return
+19.43%
AUM
$158M
AUM Growth
+$5.23M
(+3.4%)
Holding
81
Top Buys
| 1 | +$753K | |
| 2 | +$455K | |
| 3 | +$382K | |
| 4 |
Loews
L
|
+$380K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$223K |
Top Sells
| 1 | +$719K | |
| 2 | +$544K | |
| 3 | +$531K | |
| 4 |
Ameriprise Financial
AMP
|
+$370K |
| 5 |
JPMorgan Chase
JPM
|
+$308K |
Sector Composition
| 1 | Financials | 29.28% |
| 2 | Technology | 25.48% |
| 3 | Communication Services | 14.51% |
| 4 | Consumer Discretionary | 13.51% |
| 5 | Healthcare | 6.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Newell Brands
NWL
$1.77B
| $87.6K | 0.06% |
16,714
-5,224
|
|
||
77
Conduent
CNDT
$309M
| $79K | 0.05% |
28,224
-19,345
|
|
||
78
Perrigo
PRGO
$2.07B
| – | – |
-26,914
|
|
||
79
Dave & Buster's
PLAY
$683M
| – | – |
-6,825
|
|
||
80
Levi Strauss
LEVI
$8.5B
| – | – |
-11,502
|
|
||
81
Franklin Resources
BEN
$13.6B
| – | – |
-11,398
|
|