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
$133M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$440K
3 +$209K
4
VTRS icon
Viatris
VTRS
+$207K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$202K

Top Sells

1 +$1.03M
2 +$1.03M
3 +$491K
4
JPM icon
JPMorgan Chase
JPM
+$418K
5
NWL icon
Newell Brands
NWL
+$393K

Sector Composition

1 Financials 20.48%
2 Communication Services 20.37%
3 Technology 16.73%
4 Consumer Discretionary 14.82%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$164K 0.12%
15,788
77
$95K 0.07%
10,020
78
-811